+4,940.7%
TRV vs CAKE
+3,772.9%
+1,167.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +1.0% |
| 7D | -1.5% | -5.6% | +4.1% | -0.4% |
| 30D | -1.8% | -10.5% | +8.7% | +0.1% |
| 3M | +21.6% | +43.6% | -22.1% | +12.9% |
| 6M | +22.5% | +63.0% | -40.6% | +10.6% |
| YTD | +28.1% | +102.9% | -74.7% | +10.7% |
| 1Y | +37.0% | +75.6% | -38.6% | +21.4% |
| 3Y | +141.9% | +257.7% | -115.8% | +82.8% |
| 5Y | +158.5% | +156.0% | +2.5% | +100.9% |
| 10Y | +297.5% | +150.5% | +147.0% | +180.7% |
| All | +4,940.7% | +3,772.9% | +1,167.8% | +2,124.3% |
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 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