+109.0%
HST vs CAKE
+155.4%
-46.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.1% | -0.1% |
| 7D | +0.9% | -4.5% | +5.4% | +2.6% |
| 30D | -2.5% | -12.4% | +10.0% | +2.3% |
| 3M | -5.1% | +37.3% | -42.5% | -17.1% |
| 6M | +21.6% | +70.7% | -49.1% | -3.2% |
| YTD | +31.6% | +106.0% | -74.3% | -3.2% |
| 1Y | +36.1% | +79.7% | -43.5% | +5.2% |
| 3Y | +66.5% | +267.8% | -201.3% | -6.2% |
| 5Y | +76.6% | +159.9% | -83.3% | +8.8% |
| All | +109.0% | +155.4% | -46.4% | +7.6% |
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