+421.5%
CARR vs CAKE
+507.0%
-85.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.1% |
| 7D | -3.8% | -4.5% | +0.8% | -2.8% |
| 30D | -8.9% | -12.4% | +3.5% | -6.3% |
| 3M | -17.3% | +37.3% | -54.7% | -23.7% |
| 6M | -1.4% | +70.7% | -72.1% | -13.9% |
| YTD | +10.0% | +106.0% | -96.0% | -8.2% |
| 1Y | -6.4% | +79.7% | -86.0% | -19.6% |
| 3Y | +1.5% | +267.8% | -266.2% | -26.8% |
| 5Y | +9.3% | +159.9% | -150.6% | -18.2% |
| All | +421.5% | +507.0% | -85.5% | +213.0% |
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