+972.3%
THC vs CAKE
+151.6%
+820.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -1.2% |
| 7D | 0.0% | -5.6% | +5.6% | +2.2% |
| 30D | +1.5% | -10.5% | +12.1% | +5.8% |
| 3M | +59.9% | +43.6% | +16.3% | +36.8% |
| 6M | +11.0% | +63.0% | -52.1% | -10.3% |
| YTD | +32.6% | +102.9% | -70.3% | -2.2% |
| 1Y | +37.4% | +75.6% | -38.3% | +6.8% |
| 3Y | +252.5% | +257.7% | -5.2% | +94.1% |
| 5Y | +262.3% | +156.0% | +106.3% | +117.5% |
| All | +972.3% | +151.6% | +820.7% | +508.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling