+266.6%
THC vs CAKE
+264.8%
+1.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.4% | +7.2% | +4.7% |
| 7D | +4.1% | -4.6% | +8.6% | +5.2% |
| 30D | +3.5% | -6.6% | +10.1% | +5.0% |
| 3M | +61.7% | +52.9% | +8.8% | +44.2% |
| 6M | +11.8% | +65.7% | -53.9% | -2.7% |
| YTD | +35.4% | +107.8% | -72.4% | +10.9% |
| 1Y | +37.0% | +78.5% | -41.5% | +16.3% |
| All | +266.6% | +264.8% | +1.8% | +131.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling