+684.0%
HAL vs CAKE
+3,866.7%
-3,182.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +1.8% |
| 7D | -1.3% | -4.6% | +3.2% | -0.2% |
| 30D | +10.9% | -6.6% | +17.5% | +12.5% |
| 3M | -5.8% | +52.9% | -58.8% | -16.4% |
| 6M | +8.1% | +65.7% | -57.6% | -6.7% |
| YTD | +33.2% | +107.8% | -74.6% | +8.0% |
| 1Y | +74.2% | +78.5% | -4.3% | +46.4% |
| 3Y | -3.7% | +266.4% | -270.1% | -34.4% |
| 5Y | +111.9% | +159.6% | -47.7% | +51.1% |
| 10Y | +7.4% | +156.6% | -149.2% | -29.7% |
| All | +684.0% | +3,866.7% | -3,182.7% | +192.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling