+12.0%
HSY vs CAKE
+157.8%
-145.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.7% |
| 7D | +0.1% | -4.5% | +4.6% | +0.3% |
| 30D | -5.2% | -12.4% | +7.3% | -4.6% |
| 3M | -3.4% | +37.3% | -40.7% | -4.9% |
| 6M | -19.2% | +70.7% | -89.9% | -21.3% |
| YTD | -2.6% | +106.0% | -108.6% | -6.0% |
| 1Y | -3.8% | +79.7% | -83.4% | -6.7% |
| 3Y | -10.6% | +267.8% | -278.4% | -15.5% |
| All | +12.0% | +157.8% | -145.8% | +6.7% |
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