-93.9%
HTZ vs CAKE
+119.2%
-213.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -3.6% | -4.8% | -6.5% |
| 7D | -14.6% | -5.2% | -9.4% | -11.6% |
| 30D | -20.8% | -0.2% | -20.6% | -20.3% |
| 3M | -18.8% | -0.2% | -18.6% | -18.3% |
| 6M | -74.7% | +77.5% | -152.2% | -81.6% |
| YTD | -68.1% | +114.1% | -182.2% | -79.2% |
| 1Y | -73.5% | +131.6% | -205.1% | -83.4% |
| 3Y | -81.8% | +271.4% | -353.2% | -91.2% |
| 5Y | -95.2% | +157.5% | -252.8% | -97.5% |
| All | -93.9% | +119.2% | -213.1% | -96.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling