+58.0%
HAS vs CAKE
+151.6%
-93.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +2.0% |
| 7D | -3.1% | -5.6% | +2.6% | -1.5% |
| 30D | -6.4% | -10.5% | +4.1% | -3.7% |
| 3M | +10.4% | +43.6% | -33.2% | -1.2% |
| 6M | -3.7% | +63.0% | -66.7% | -17.4% |
| YTD | +12.5% | +102.9% | -90.4% | -9.9% |
| 1Y | +19.8% | +75.6% | -55.8% | -0.2% |
| 3Y | +46.0% | +257.7% | -211.8% | -3.4% |
| 5Y | +12.5% | +156.0% | -143.5% | -21.4% |
| All | +58.0% | +151.6% | -93.6% | -10.7% |
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