+98.3%
CRS vs CAKE
+76.8%
+21.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.7% |
| 7D | -0.2% | -4.0% | +3.8% | -0.1% |
| 30D | -16.6% | +2.4% | -19.1% | -16.9% |
| 3M | -3.5% | +69.0% | -72.4% | -9.6% |
| 6M | +15.4% | +69.3% | -53.8% | +6.8% |
| YTD | +51.2% | +115.8% | -64.6% | +37.2% |
| 1Y | +98.3% | +79.3% | +18.9% | +75.1% |
| All | +98.3% | +76.8% | +21.5% | +75.1% |
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