-66.4%
HTZ vs CAKE
+147.7%
-214.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.7% | +4.5% | +7.4% |
| 7D | +18.9% | +9.1% | +9.8% | +15.0% |
| 30D | +26.3% | +5.8% | +20.4% | +23.3% |
| 3M | +49.7% | +9.3% | +40.3% | +45.9% |
| 6M | -61.1% | +96.1% | -157.2% | -71.0% |
| YTD | -56.0% | +131.4% | -187.5% | -72.4% |
| 1Y | -66.4% | +146.1% | -212.5% | -80.7% |
| All | -66.4% | +147.7% | -214.1% | -80.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling