-1.2%
HBAN vs CAKE
+76.8%
-78.0%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.3% |
| 7D | +0.7% | -4.0% | +4.7% | +1.6% |
| 30D | -3.2% | +2.4% | -5.7% | -4.0% |
| 3M | +4.0% | +69.0% | -65.0% | -11.6% |
| 6M | +3.1% | +69.3% | -66.1% | -12.7% |
| YTD | 0.0% | +115.8% | -115.7% | -23.1% |
| 1Y | -1.2% | +79.3% | -80.5% | -20.0% |
| All | -1.2% | +76.8% | -78.0% | -20.0% |
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