+2,467.3%
HST vs CAKE
+4,004.5%
-1,537.2%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +2.0% | -1.1% | +3.0% | +2.4% |
| 30D | -5.2% | +0.4% | -5.7% | -5.7% |
| 3M | -6.2% | +59.9% | -66.2% | -21.8% |
| 6M | +20.4% | +75.1% | -54.6% | -3.3% |
| YTD | +30.6% | +115.0% | -84.4% | -3.1% |
| 1Y | +37.4% | +81.6% | -44.3% | +7.9% |
| 3Y | +66.1% | +279.1% | -213.0% | -2.7% |
| 5Y | +73.7% | +170.6% | -96.9% | +10.4% |
| 10Y | +99.8% | +160.3% | -60.5% | +12.7% |
| All | +2,467.3% | +4,004.5% | -1,537.2% | +686.5% |
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