+1,298.7%
CRDO vs CAKE
+218.0%
+1,080.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.0% |
| 7D | -4.5% | -4.5% | +0.1% | -2.6% |
| 30D | -39.2% | -12.4% | -26.8% | -36.0% |
| 3M | -38.5% | +37.3% | -75.8% | -47.9% |
| 6M | +40.6% | +70.7% | -30.1% | +7.2% |
| YTD | +13.2% | +106.0% | -92.7% | -22.6% |
| 1Y | +2.3% | +79.7% | -77.4% | -25.9% |
| 3Y | +942.5% | +267.8% | +674.8% | +434.4% |
| All | +1,298.7% | +218.0% | +1,080.7% | +636.6% |
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 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