+316.3%
TPR vs CAKE
+155.4%
+160.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.7% | +1.5% |
| 7D | -3.0% | -4.5% | +1.5% | -0.8% |
| 30D | -22.6% | -12.4% | -10.2% | -17.3% |
| 3M | -18.2% | +37.3% | -55.5% | -30.8% |
| 6M | -18.0% | +70.7% | -88.7% | -38.4% |
| YTD | -6.4% | +106.0% | -112.4% | -36.3% |
| 1Y | +12.3% | +79.7% | -67.4% | -18.5% |
| 3Y | +298.7% | +267.8% | +30.9% | +93.8% |
| 5Y | +232.5% | +159.9% | +72.6% | +83.6% |
| All | +316.3% | +155.4% | +160.8% | +72.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling