+32.8%
TMUS vs CAKE
+256.2%
-223.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | 0.0% |
| 7D | -5.8% | -5.6% | -0.2% | -5.5% |
| 30D | -0.2% | -10.5% | +10.3% | +0.3% |
| 3M | -4.0% | +43.6% | -47.6% | -5.9% |
| 6M | -18.1% | +63.0% | -81.2% | -20.2% |
| YTD | -11.3% | +102.9% | -114.2% | -14.9% |
| 1Y | -24.7% | +75.6% | -100.4% | -27.1% |
| All | +32.8% | +256.2% | -223.3% | +19.5% |
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 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