+68.3%
HAL vs CAKE
+76.8%
-8.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | +2.9% | -4.0% | +6.9% | +3.0% |
| 30D | +17.0% | +2.4% | +14.6% | +16.9% |
| 3M | -9.7% | +69.0% | -78.6% | -11.5% |
| 6M | +8.6% | +69.3% | -60.7% | +7.6% |
| YTD | +33.0% | +115.8% | -82.8% | +23.5% |
| 1Y | +68.3% | +79.3% | -11.0% | +63.6% |
| All | +68.3% | +76.8% | -8.5% | +63.6% |
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