-16.7%
TRI vs CAKE
+147.7%
-164.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.7% | +1.7% | +5.6% |
| 7D | +1.0% | +9.1% | -8.2% | -0.4% |
| 30D | +20.8% | +5.8% | +14.9% | +19.5% |
| 3M | +8.1% | +9.3% | -1.2% | +5.9% |
| 6M | +24.2% | +96.1% | -72.0% | +14.3% |
| YTD | -7.8% | +131.4% | -139.2% | -17.5% |
| 1Y | -16.7% | +146.1% | -162.7% | -27.7% |
| All | -16.7% | +147.7% | -164.3% | -27.7% |
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