+146.1%
CAKE vs FHN
+14.6%
+131.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +3.0% | +3.9% |
| 7D | +9.1% | +2.3% | +6.9% | +8.1% |
| 30D | +5.8% | +1.6% | +4.2% | +5.1% |
| 3M | +9.3% | -8.4% | +17.7% | +13.8% |
| 6M | +96.1% | -2.3% | +98.4% | +96.8% |
| YTD | +131.4% | +1.5% | +130.0% | +124.7% |
| 1Y | +146.1% | +15.0% | +131.0% | +123.3% |
| All | +146.1% | +14.6% | +131.5% | +123.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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