+36.4%
THC vs CAKE
+78.0%
-41.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.2% |
| 7D | -0.5% | -4.5% | +4.0% | +0.4% |
| 30D | -1.2% | -12.4% | +11.3% | +1.4% |
| 3M | +52.3% | +37.3% | +14.9% | +40.3% |
| 6M | +12.4% | +70.7% | -58.3% | -2.8% |
| YTD | +32.7% | +106.0% | -73.3% | +9.3% |
| 1Y | +36.4% | +79.7% | -43.3% | +18.1% |
| All | +36.4% | +78.0% | -41.7% | +18.1% |
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