+79.3%
CAKE vs ALHC
-16.6%
+96.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -4.0% | -0.6% | -3.4% | -4.0% |
| 30D | +2.4% | -1.0% | +3.5% | +2.4% |
| 3M | +69.0% | -10.2% | +79.1% | +68.2% |
| 6M | +69.3% | -28.3% | +97.6% | +71.1% |
| YTD | +115.8% | -31.4% | +147.2% | +115.7% |
| 1Y | +79.3% | -16.9% | +96.3% | +75.2% |
| All | +79.3% | -16.6% | +96.0% | +75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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