+256.9%
HL vs CAKE
+155.4%
+101.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.5% |
| 7D | -4.4% | -4.5% | +0.2% | -3.4% |
| 30D | +9.3% | -12.4% | +21.7% | +12.2% |
| 3M | +32.0% | +37.3% | -5.4% | +22.4% |
| 6M | -6.4% | +70.7% | -77.2% | -17.7% |
| YTD | +3.1% | +106.0% | -102.8% | -12.9% |
| 1Y | +77.6% | +79.7% | -2.1% | +53.8% |
| 3Y | +392.8% | +267.8% | +125.1% | +259.6% |
| 5Y | +234.1% | +159.9% | +74.2% | +152.9% |
| All | +256.9% | +155.4% | +101.5% | +126.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling