+3,240.7%
HSY vs CAKE
+3,866.7%
-626.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.7% | -0.3% |
| 7D | -3.0% | -4.6% | +1.6% | -2.5% |
| 30D | -5.0% | -6.6% | +1.5% | -4.5% |
| 3M | -1.3% | +52.9% | -54.2% | -5.5% |
| 6M | -21.5% | +65.7% | -87.3% | -25.6% |
| YTD | -3.3% | +107.8% | -111.1% | -10.4% |
| 1Y | -5.5% | +78.5% | -84.0% | -11.3% |
| 3Y | -9.9% | +266.4% | -276.3% | -22.2% |
| 5Y | +11.3% | +159.6% | -148.3% | -2.4% |
| 10Y | +128.1% | +156.6% | -28.5% | +87.2% |
| All | +3,240.7% | +3,866.7% | -626.0% | +1,952.8% |
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