-9.8%
TRI vs CAKE
+157.8%
-167.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.5% |
| 7D | -7.9% | -4.5% | -3.3% | -7.4% |
| 30D | -4.5% | -12.4% | +7.9% | -3.2% |
| 3M | +22.1% | +37.3% | -15.2% | +17.8% |
| 6M | -2.8% | +70.7% | -73.5% | -8.4% |
| YTD | -23.4% | +106.0% | -129.4% | -29.4% |
| 1Y | -41.5% | +79.7% | -121.2% | -45.4% |
| 3Y | -19.2% | +267.8% | -287.0% | -31.1% |
| All | -9.8% | +157.8% | -167.6% | -24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling