+145.0%
TRV vs CAKE
+261.6%
-116.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +1.9% |
| 7D | +1.9% | -4.5% | +6.5% | +2.4% |
| 30D | +1.7% | -12.4% | +14.1% | +3.2% |
| 3M | +23.9% | +37.3% | -13.5% | +18.8% |
| 6M | +26.3% | +70.7% | -44.4% | +17.6% |
| YTD | +30.8% | +106.0% | -75.2% | +18.6% |
| 1Y | +36.3% | +79.7% | -43.3% | +25.7% |
| 3Y | +145.0% | +267.8% | -122.8% | +103.5% |
| All | +145.0% | +261.6% | -116.6% | +103.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling