+103.6%
HAL vs CAKE
+152.3%
-48.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.5% | -2.4% |
| 7D | -3.3% | -5.6% | +2.3% | -2.2% |
| 30D | +7.2% | -10.5% | +17.7% | +9.3% |
| 3M | -8.8% | +43.6% | -52.4% | -15.7% |
| 6M | +3.0% | +63.0% | -60.1% | -7.8% |
| YTD | +29.4% | +102.9% | -73.5% | +9.9% |
| 1Y | +62.8% | +75.6% | -12.8% | +42.5% |
| 3Y | -6.4% | +257.7% | -264.2% | -30.0% |
| 5Y | +103.6% | +156.0% | -52.4% | +58.5% |
| All | +103.6% | +152.3% | -48.7% | +58.5% |
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