+3,585.8%
HDB vs CAKE
+566.0%
+3,019.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | -0.8% |
| 7D | -4.9% | -4.6% | -0.3% | -3.5% |
| 30D | -5.8% | -6.6% | +0.7% | -4.1% |
| 3M | -5.2% | +52.9% | -58.1% | -17.2% |
| 6M | -25.7% | +65.7% | -91.5% | -36.8% |
| YTD | -39.6% | +107.8% | -147.4% | -52.2% |
| 1Y | -36.9% | +78.5% | -115.4% | -48.1% |
| 3Y | -29.7% | +266.4% | -296.1% | -55.5% |
| 5Y | -37.8% | +159.6% | -197.4% | -58.4% |
| 10Y | +33.7% | +156.6% | -122.9% | -27.1% |
| All | +3,585.8% | +566.0% | +3,019.8% | +1,044.8% |
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