+46.6%
HUBB vs CAKE
+261.6%
-215.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.2% | +1.4% |
| 7D | -0.1% | -4.5% | +4.5% | +1.1% |
| 30D | -10.0% | -12.4% | +2.5% | -7.1% |
| 3M | -1.6% | +37.3% | -38.9% | -10.3% |
| 6M | -3.1% | +70.7% | -73.8% | -17.6% |
| YTD | +4.6% | +106.0% | -101.4% | -16.6% |
| 1Y | +3.3% | +79.7% | -76.3% | -14.3% |
| 3Y | +46.6% | +267.8% | -221.2% | +0.4% |
| All | +46.6% | +261.6% | -215.0% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling