+2.1%
HD vs CAKE
+264.8%
-262.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.3% | -0.3% |
| 7D | -1.8% | -4.6% | +2.8% | -0.9% |
| 30D | -10.8% | -6.6% | -4.3% | -9.7% |
| 3M | -2.7% | +52.9% | -55.6% | -12.1% |
| 6M | -10.3% | +65.7% | -76.0% | -20.8% |
| YTD | -7.8% | +107.8% | -115.6% | -23.0% |
| 1Y | -23.1% | +78.5% | -101.6% | -33.8% |
| All | +2.1% | +264.8% | -262.7% | -28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling