+621.7%
TSEM vs CAKE
+157.8%
+463.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.1% | +1.4% |
| 7D | -4.9% | -4.5% | -0.3% | -4.1% |
| 30D | -18.7% | -12.4% | -6.3% | -16.8% |
| 3M | -18.1% | +37.3% | -55.5% | -23.3% |
| 6M | +77.1% | +70.7% | +6.4% | +57.8% |
| YTD | +80.1% | +106.0% | -25.8% | +53.6% |
| 1Y | +220.4% | +79.7% | +140.7% | +180.5% |
| 3Y | +650.1% | +267.8% | +382.3% | +469.2% |
| All | +621.7% | +157.8% | +463.9% | +474.6% |
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