-31.0%
TRMB vs CAKE
+147.7%
-178.7%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +4.7% | -22.0% | -17.6% |
| 7D | -15.7% | +9.1% | -24.8% | -16.4% |
| 30D | -7.8% | +5.8% | -13.6% | -8.3% |
| 3M | -9.3% | +9.3% | -18.6% | -10.6% |
| 6M | -20.8% | +96.1% | -116.9% | -28.7% |
| YTD | -30.8% | +131.4% | -162.2% | -40.7% |
| 1Y | -31.0% | +146.1% | -177.0% | -42.1% |
| All | -31.0% | +147.7% | -178.7% | -42.1% |
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