+63.2%
DHI vs CAKE
+157.8%
-94.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.2% |
| 7D | -3.4% | -4.5% | +1.1% | -1.9% |
| 30D | -5.4% | -12.4% | +7.0% | -1.5% |
| 3M | -10.4% | +37.3% | -47.8% | -20.6% |
| 6M | -2.8% | +70.7% | -73.5% | -20.4% |
| YTD | -3.4% | +106.0% | -109.4% | -26.3% |
| 1Y | -22.9% | +79.7% | -102.6% | -38.5% |
| 3Y | +20.7% | +267.8% | -247.1% | -27.9% |
| All | +63.2% | +157.8% | -94.6% | +1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling