+9,910.9%
TROW vs CAKE
+3,831.8%
+6,079.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.7% |
| 7D | -3.2% | -4.5% | +1.4% | -1.8% |
| 30D | -4.6% | -12.4% | +7.8% | -0.8% |
| 3M | -0.7% | +37.3% | -38.0% | -11.2% |
| 6M | +22.2% | +70.7% | -48.5% | +1.2% |
| YTD | +6.6% | +106.0% | -99.4% | -17.4% |
| 1Y | +5.8% | +79.7% | -73.8% | -14.7% |
| 3Y | +11.6% | +267.8% | -256.2% | -30.1% |
| 5Y | -38.9% | +159.9% | -198.8% | -58.7% |
| 10Y | +128.5% | +154.3% | -25.8% | +32.6% |
| All | +9,910.9% | +3,831.8% | +6,079.0% | +2,701.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling