-94.4%
HTZ vs CAKE
+124.0%
-218.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.7% | -6.3% | -7.1% |
| 7D | -27.5% | -1.0% | -26.5% | -26.6% |
| 30D | -21.9% | +0.6% | -22.5% | -21.7% |
| 3M | -29.2% | -1.6% | -27.6% | -28.2% |
| 6M | -75.2% | +78.3% | -153.5% | -82.0% |
| YTD | -70.8% | +118.8% | -189.6% | -81.2% |
| 1Y | -76.1% | +140.3% | -216.4% | -85.4% |
| 3Y | -82.5% | +280.3% | -362.8% | -91.6% |
| 5Y | -94.1% | +171.9% | -266.0% | -97.0% |
| All | -94.4% | +124.0% | -218.4% | -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