+938.5%
HOOD vs CAKE
+261.6%
+676.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -1.4% |
| 7D | -7.8% | -4.5% | -3.3% | -5.8% |
| 30D | +18.6% | -12.4% | +31.0% | +25.7% |
| 3M | +22.1% | +37.3% | -15.3% | +1.1% |
| 6M | +43.1% | +70.7% | -27.7% | +4.2% |
| YTD | -0.5% | +106.0% | -106.5% | -35.9% |
| 1Y | -4.4% | +79.7% | -84.1% | -33.5% |
| 3Y | +938.5% | +267.8% | +670.7% | +362.5% |
| All | +938.5% | +261.6% | +676.9% | +362.5% |
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