+8.9%
CRCL vs CAKE
+83.8%
-74.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | +0.1% |
| 7D | -11.2% | -4.5% | -6.7% | -10.7% |
| 30D | +27.1% | -12.4% | +39.5% | +28.9% |
| 3M | +9.6% | +37.3% | -27.7% | +0.8% |
| 6M | -19.7% | +70.7% | -90.4% | -31.9% |
| YTD | +14.2% | +106.0% | -91.7% | -14.7% |
| 1Y | -32.2% | +79.7% | -111.9% | -45.5% |
| All | +8.9% | +83.8% | -74.9% | -1.0% |
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