+3.2%
TJX vs CAKE
+147.7%
-144.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.7% | +0.5% | +4.3% |
| 7D | +4.6% | +9.1% | -4.5% | +3.0% |
| 30D | +7.7% | +5.8% | +1.9% | +6.6% |
| 3M | -7.8% | +9.3% | -17.2% | -9.6% |
| 6M | -5.8% | +96.1% | -101.9% | -18.0% |
| YTD | -4.9% | +131.4% | -136.3% | -19.7% |
| 1Y | +3.2% | +146.1% | -142.9% | -14.1% |
| All | +3.2% | +147.7% | -144.5% | -14.1% |
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