-14.6%
CRH vs CAKE
+76.8%
-91.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.0% | +2.3% |
| 7D | -1.7% | -4.0% | +2.3% | -0.9% |
| 30D | -5.4% | +2.4% | -7.8% | -5.9% |
| 3M | -11.2% | +69.0% | -80.2% | -21.6% |
| 6M | -15.8% | +69.3% | -85.1% | -26.6% |
| YTD | -23.6% | +115.8% | -139.4% | -36.8% |
| 1Y | -14.6% | +79.3% | -93.9% | -28.2% |
| All | -14.6% | +76.8% | -91.4% | -28.2% |
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