+92.6%
HAS vs CAKE
+131.7%
-39.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.7% | -3.5% | -1.5% |
| 7D | +1.4% | +2.5% | -1.1% | +0.7% |
| 30D | +26.3% | -3.1% | +29.3% | +27.1% |
| 3M | +25.6% | -2.2% | +27.8% | +25.7% |
| 6M | +30.3% | +94.1% | -63.8% | +6.1% |
| YTD | +50.4% | +119.4% | -69.1% | +17.2% |
| 1Y | +57.7% | +141.4% | -83.7% | +19.4% |
| 3Y | +213.4% | +273.6% | -60.2% | +104.0% |
| 5Y | +49.1% | +177.7% | -128.6% | +1.9% |
| All | +92.6% | +131.7% | -39.1% | +7.7% |
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