-28.0%
DHR vs CAKE
+157.8%
-185.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.5% |
| 7D | -3.6% | -4.5% | +0.9% | -2.9% |
| 30D | -2.7% | -12.4% | +9.7% | -0.6% |
| 3M | +10.9% | +37.3% | -26.4% | +4.3% |
| 6M | +3.0% | +70.7% | -67.7% | -7.2% |
| YTD | -12.2% | +106.0% | -118.2% | -23.9% |
| 1Y | +3.3% | +79.7% | -76.3% | -8.3% |
| 3Y | -8.2% | +267.8% | -276.0% | -29.3% |
| All | -28.0% | +157.8% | -185.8% | -45.8% |
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