+16,353.4%
TXN vs CAKE
+3,772.9%
+12,580.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.5% |
| 7D | +2.0% | -5.6% | +7.6% | +3.4% |
| 30D | -8.0% | -10.5% | +2.6% | -5.6% |
| 3M | -7.8% | +43.6% | -51.4% | -16.5% |
| 6M | +32.4% | +63.0% | -30.6% | +15.4% |
| YTD | +51.7% | +102.9% | -51.2% | +24.8% |
| 1Y | +44.3% | +75.6% | -31.3% | +22.8% |
| 3Y | +71.3% | +257.7% | -186.4% | +19.6% |
| 5Y | +56.4% | +156.0% | -99.6% | +14.5% |
| 10Y | +410.2% | +150.5% | +259.7% | +226.1% |
| All | +16,353.4% | +3,772.9% | +12,580.5% | +5,074.8% |
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