+484.6%
HBAN vs CAKE
+3,831.8%
-3,347.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.3% |
| 7D | -1.0% | -4.5% | +3.5% | +0.5% |
| 30D | -5.6% | -12.4% | +6.8% | -1.7% |
| 3M | -1.1% | +37.3% | -38.5% | -11.6% |
| 6M | +9.9% | +70.7% | -60.8% | -8.9% |
| YTD | -0.9% | +106.0% | -106.9% | -23.0% |
| 1Y | -1.4% | +79.7% | -81.0% | -20.1% |
| 3Y | +78.2% | +267.8% | -189.6% | +12.4% |
| 5Y | +37.0% | +159.9% | -122.9% | -7.5% |
| 10Y | +158.9% | +154.3% | +4.6% | +56.1% |
| All | +484.6% | +3,831.8% | -3,347.2% | +86.1% |
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