-38.4%
TRI vs CAKE
+76.8%
-115.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.4% | -5.8% | -5.5% |
| 7D | -0.5% | -4.0% | +3.5% | 0.0% |
| 30D | +7.9% | +2.4% | +5.4% | +7.1% |
| 3M | +24.1% | +69.0% | -44.9% | +16.4% |
| 6M | +3.8% | +69.3% | -65.5% | -2.6% |
| YTD | -16.9% | +115.8% | -132.6% | -24.0% |
| 1Y | -38.4% | +79.3% | -117.7% | -47.0% |
| All | -38.4% | +76.8% | -115.2% | -47.0% |
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