+257.9%
THC vs CAKE
+157.8%
+100.1%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.4% |
| 7D | -0.5% | -4.5% | +4.0% | +0.9% |
| 30D | -1.2% | -12.4% | +11.3% | +2.9% |
| 3M | +52.3% | +37.3% | +14.9% | +35.7% |
| 6M | +12.4% | +70.7% | -58.3% | -7.4% |
| YTD | +32.7% | +106.0% | -73.3% | +2.1% |
| 1Y | +36.4% | +79.7% | -43.3% | +9.5% |
| 3Y | +259.3% | +267.8% | -8.5% | +109.9% |
| All | +257.9% | +157.8% | +100.1% | +119.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling