+19.8%
HAS vs CAKE
+74.6%
-54.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.6% |
| 7D | -3.1% | -5.6% | +2.6% | -2.3% |
| 30D | -6.4% | -10.5% | +4.1% | -5.1% |
| 3M | +10.4% | +43.6% | -33.2% | +4.3% |
| 6M | -3.7% | +63.0% | -66.7% | -10.8% |
| YTD | +12.5% | +102.9% | -90.4% | -2.7% |
| 1Y | +19.8% | +75.6% | -55.8% | +9.3% |
| All | +19.8% | +74.6% | -54.8% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling