+87.9%
TRGP vs CAKE
+147.7%
-59.8%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.7% | -9.2% | -4.3% |
| 7D | -6.5% | +9.1% | -15.6% | -6.0% |
| 30D | -0.4% | +5.8% | -6.3% | -0.2% |
| 3M | +8.8% | +9.3% | -0.5% | +9.4% |
| 6M | +11.0% | +96.1% | -85.1% | +14.9% |
| YTD | +57.4% | +131.4% | -74.1% | +64.5% |
| 1Y | +87.9% | +146.1% | -58.2% | +95.8% |
| All | +87.9% | +147.7% | -59.8% | +95.8% |
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 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