-3.4%
HUBB vs CAKE
+147.7%
-151.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.7% | -7.1% | -2.9% |
| 7D | +0.2% | +9.1% | -8.9% | -0.7% |
| 30D | -8.8% | +5.8% | -14.7% | -9.4% |
| 3M | -12.5% | +9.3% | -21.8% | -13.3% |
| 6M | -14.5% | +96.1% | -110.7% | -23.7% |
| YTD | -0.4% | +131.4% | -131.9% | -17.4% |
| 1Y | -3.4% | +146.1% | -149.5% | -22.1% |
| All | -3.4% | +147.7% | -151.1% | -22.1% |
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