+40.7%
THC vs CAKE
+147.7%
-107.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.7% | +4.9% | +8.6% |
| 7D | +8.8% | +9.1% | -0.3% | +7.0% |
| 30D | +12.6% | +5.8% | +6.8% | +11.4% |
| 3M | +15.4% | +9.3% | +6.0% | +13.1% |
| 6M | +57.7% | +96.1% | -38.4% | +32.3% |
| YTD | +47.1% | +131.4% | -84.4% | +17.8% |
| 1Y | +40.7% | +146.1% | -105.4% | +10.1% |
| All | +40.7% | +147.7% | -107.0% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CAKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling