+9.0%
HCA vs CAKE
+147.7%
-138.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +4.7% | +5.6% | +9.6% |
| 7D | +10.2% | +9.1% | +1.1% | +9.0% |
| 30D | +17.4% | +5.8% | +11.6% | +16.4% |
| 3M | +27.7% | +9.3% | +18.3% | +25.9% |
| 6M | +20.0% | +96.1% | -76.1% | +7.2% |
| YTD | +10.0% | +131.4% | -121.5% | -5.4% |
| 1Y | +9.0% | +146.1% | -137.1% | -7.9% |
| All | +9.0% | +147.7% | -138.7% | -7.9% |
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