+132.3%
HON vs CAKE
+155.4%
-23.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.3% |
| 7D | -3.5% | -4.5% | +1.1% | -2.4% |
| 30D | -13.8% | -12.4% | -1.3% | -11.2% |
| 3M | -11.7% | +37.3% | -49.0% | -18.6% |
| 6M | -18.7% | +70.7% | -89.4% | -29.1% |
| YTD | +0.2% | +106.0% | -105.7% | -16.6% |
| 1Y | -3.1% | +79.7% | -82.7% | -17.0% |
| 3Y | +17.0% | +267.8% | -250.8% | -17.4% |
| 5Y | +2.0% | +159.9% | -157.9% | -24.7% |
| All | +132.3% | +155.4% | -23.1% | +45.1% |
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 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