-10.6%
HSY vs CAKE
+261.6%
-272.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.7% |
| 7D | +0.1% | -4.5% | +4.6% | +0.5% |
| 30D | -5.2% | -12.4% | +7.3% | -4.1% |
| 3M | -3.4% | +37.3% | -40.7% | -6.1% |
| 6M | -19.2% | +70.7% | -89.9% | -23.0% |
| YTD | -2.6% | +106.0% | -108.6% | -8.7% |
| 1Y | -3.8% | +79.7% | -83.4% | -9.1% |
| 3Y | -10.6% | +267.8% | -278.4% | -23.4% |
| All | -10.6% | +261.6% | -272.2% | -23.4% |
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