+11.0%
HAS vs CAKE
+163.4%
-152.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -0.6% |
| 7D | -4.8% | -4.6% | -0.3% | -3.7% |
| 30D | -5.1% | -6.6% | +1.4% | -3.6% |
| 3M | +6.4% | +52.9% | -46.5% | -6.1% |
| 6M | -5.6% | +65.7% | -71.4% | -19.0% |
| YTD | +11.0% | +107.8% | -96.8% | -11.3% |
| 1Y | +16.8% | +78.5% | -61.7% | -2.7% |
| 3Y | +44.0% | +266.4% | -222.3% | -4.6% |
| 5Y | +11.0% | +159.6% | -148.6% | -24.5% |
| All | +11.0% | +163.4% | -152.5% | -24.5% |
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