-94.4%
HTZ vs CAKE
+124.6%
-219.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.7% | -5.3% | -4.0% |
| 7D | -8.5% | +2.5% | -11.0% | -9.7% |
| 30D | -18.9% | -3.1% | -15.9% | -17.2% |
| 3M | -36.0% | -2.2% | -33.8% | -35.3% |
| 6M | -74.6% | +94.1% | -168.6% | -82.4% |
| YTD | -70.8% | +119.4% | -190.2% | -81.2% |
| 1Y | -75.3% | +141.4% | -216.7% | -84.9% |
| 3Y | -81.6% | +273.6% | -355.1% | -91.1% |
| 5Y | -94.4% | +177.7% | -272.1% | -97.2% |
| All | -94.4% | +124.6% | -219.1% | -97.2% |
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