+8,373.7%
TPR vs CAKE
+669.4%
+7,704.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | -1.5% |
| 7D | -0.3% | +2.5% | -2.8% | -1.6% |
| 30D | +15.1% | -3.1% | +18.2% | +16.5% |
| 3M | +3.5% | -2.2% | +5.7% | +3.6% |
| 6M | +0.4% | +94.1% | -93.6% | -29.6% |
| YTD | +4.6% | +119.4% | -114.8% | -31.7% |
| 1Y | +33.1% | +141.4% | -108.3% | -17.4% |
| 3Y | +396.0% | +273.6% | +122.4% | +138.2% |
| 5Y | +230.3% | +177.7% | +52.6% | +76.7% |
| 10Y | +368.4% | +131.9% | +236.6% | +127.1% |
| All | +8,373.7% | +669.4% | +7,704.3% | +1,463.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling