+1,659.5%
HAS vs CAKE
+3,976.8%
-2,317.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.1% | -1.4% |
| 7D | +1.6% | -3.8% | +5.4% | +2.4% |
| 30D | +26.6% | -5.2% | +31.9% | +27.9% |
| 3M | +29.0% | -9.2% | +38.2% | +31.1% |
| 6M | +30.6% | +76.6% | -46.1% | +14.4% |
| YTD | +51.5% | +113.6% | -62.1% | +26.9% |
| 1Y | +58.5% | +134.3% | -75.9% | +30.0% |
| 3Y | +214.1% | +271.2% | -57.1% | +130.3% |
| 5Y | +50.2% | +170.3% | -120.0% | +14.8% |
| 10Y | +100.0% | +125.7% | -25.7% | +43.2% |
| All | +1,659.5% | +3,976.8% | -2,317.3% | +722.2% |
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