+56.6%
CART vs CAKE
+132.7%
-76.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | 0.0% |
| 7D | +0.3% | -1.0% | +1.3% | +0.3% |
| 30D | +22.4% | +0.6% | +21.8% | +22.4% |
| 3M | +15.6% | -1.6% | +17.3% | +15.4% |
| 6M | +44.9% | +78.3% | -33.4% | +46.6% |
| YTD | +30.0% | +118.8% | -88.8% | +32.6% |
| 1Y | +56.6% | +140.3% | -83.7% | +59.2% |
| All | +56.6% | +132.7% | -76.1% | +59.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling