-11.2%
CRM vs CAKE
+135.2%
-146.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -2.0% |
| 7D | -3.7% | -2.1% | -1.5% | -3.7% |
| 30D | -1.1% | +2.3% | -3.4% | -1.0% |
| 3M | +15.5% | +5.4% | +10.0% | +14.4% |
| 6M | +19.5% | +82.5% | -63.0% | +16.8% |
| YTD | -15.5% | +122.0% | -137.5% | -18.1% |
| 1Y | -11.2% | +133.9% | -145.1% | -15.3% |
| All | -11.2% | +135.2% | -146.4% | -15.3% |
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