-16.6%
CRH vs CAKE
+135.2%
-151.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | -2.5% |
| 7D | +5.3% | -2.1% | +7.5% | +5.9% |
| 30D | +14.2% | +2.3% | +11.9% | +13.6% |
| 3M | -4.2% | +5.4% | -9.6% | -5.4% |
| 6M | -14.5% | +82.5% | -97.0% | -26.9% |
| YTD | -22.7% | +122.0% | -144.7% | -37.8% |
| 1Y | -16.6% | +133.9% | -150.4% | -33.7% |
| All | -16.6% | +135.2% | -151.8% | -33.7% |
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