+3,019.9%
HON vs CAKE
+3,772.9%
-752.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.0% | -0.8% |
| 7D | -2.6% | -5.6% | +3.0% | -1.3% |
| 30D | -11.9% | -10.5% | -1.4% | -9.7% |
| 3M | -6.1% | +43.6% | -49.7% | -14.2% |
| 6M | -19.2% | +63.0% | -82.2% | -28.6% |
| YTD | +0.2% | +102.9% | -102.7% | -16.1% |
| 1Y | -1.5% | +75.6% | -77.1% | -14.9% |
| 3Y | +17.9% | +257.7% | -239.8% | -15.5% |
| 5Y | +1.9% | +156.0% | -154.1% | -24.0% |
| 10Y | +135.2% | +150.5% | -15.4% | +56.9% |
| All | +3,019.9% | +3,772.9% | -752.9% | +1,158.0% |
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