+282.6%
TPR vs CAKE
+264.8%
+17.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.4% | +0.1% | -1.9% |
| 7D | -7.3% | -4.6% | -2.7% | -5.5% |
| 30D | -30.7% | -6.6% | -24.2% | -28.7% |
| 3M | -21.6% | +52.9% | -74.5% | -34.7% |
| 6M | -21.3% | +65.7% | -87.1% | -37.1% |
| YTD | -10.2% | +107.8% | -118.0% | -35.4% |
| 1Y | +9.5% | +78.5% | -69.0% | -16.0% |
| All | +282.6% | +264.8% | +17.8% | +102.8% |
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