+175.3%
HOOD vs CAKE
+152.3%
+23.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -0.4% |
| 7D | -9.1% | -5.6% | -3.5% | -6.3% |
| 30D | +20.1% | -10.5% | +30.6% | +26.6% |
| 3M | +31.2% | +43.6% | -12.4% | +4.7% |
| 6M | +44.3% | +63.0% | -18.7% | +6.3% |
| YTD | +0.2% | +102.9% | -102.7% | -35.7% |
| 1Y | -3.5% | +75.6% | -79.1% | -33.1% |
| 3Y | +955.2% | +257.7% | +697.5% | +372.9% |
| 5Y | +175.3% | +156.0% | +19.3% | +31.3% |
| All | +175.3% | +152.3% | +23.0% | +31.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling