+237.0%
HOOD vs CAKE
+150.5%
+86.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.7% |
| 7D | +13.4% | -1.1% | +14.4% | +13.9% |
| 30D | +25.8% | +0.4% | +25.4% | +24.8% |
| 3M | +38.0% | +59.9% | -21.9% | +5.6% |
| 6M | +52.2% | +75.1% | -22.9% | +10.2% |
| YTD | +3.7% | +115.0% | -111.3% | -33.6% |
| 1Y | +0.1% | +81.6% | -81.6% | -30.1% |
| 3Y | +992.6% | +279.1% | +713.4% | +406.3% |
| 5Y | +193.0% | +170.6% | +22.3% | +36.4% |
| All | +237.0% | +150.5% | +86.5% | +43.5% |
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 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