+2.6%
HAL vs CAKE
+155.4%
-152.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.2% | -1.2% |
| 7D | -3.3% | -4.5% | +1.2% | -1.8% |
| 30D | +8.2% | -12.4% | +20.6% | +12.8% |
| 3M | -9.4% | +37.3% | -46.8% | -19.8% |
| 6M | +0.6% | +70.7% | -70.1% | -18.3% |
| YTD | +28.6% | +106.0% | -77.4% | -2.8% |
| 1Y | +63.9% | +79.7% | -15.8% | +29.4% |
| 3Y | -7.1% | +267.8% | -274.9% | -45.5% |
| 5Y | +102.3% | +159.9% | -57.6% | +26.4% |
| All | +2.6% | +155.4% | -152.9% | -49.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling