-20.7%
TOST vs CAKE
+76.5%
-97.2%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.4% | +0.8% | -1.6% |
| 7D | -4.7% | -4.6% | -0.1% | -3.5% |
| 30D | -9.1% | -6.6% | -2.5% | -7.7% |
| 3M | +29.8% | +52.9% | -23.1% | +14.8% |
| 6M | +10.0% | +65.7% | -55.7% | -5.4% |
| YTD | -8.6% | +107.8% | -116.4% | -30.0% |
| 1Y | -20.7% | +78.5% | -99.2% | -34.1% |
| All | -20.7% | +76.5% | -97.2% | -34.1% |
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