+71,774.0%
HUBB vs CAKE
+3,772.9%
+68,001.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.2% |
| 7D | -1.7% | -5.6% | +3.9% | -0.9% |
| 30D | -12.7% | -10.5% | -2.1% | -11.4% |
| 3M | -2.9% | +43.6% | -46.6% | -8.2% |
| 6M | -4.8% | +63.0% | -67.8% | -11.8% |
| YTD | +2.8% | +102.9% | -100.1% | -7.8% |
| 1Y | +3.5% | +75.6% | -72.1% | -5.5% |
| 3Y | +43.5% | +257.7% | -214.2% | +18.0% |
| 5Y | +154.2% | +156.0% | -1.8% | +113.9% |
| 10Y | +434.0% | +150.5% | +283.5% | +322.8% |
| All | +71,774.0% | +3,772.9% | +68,001.1% | +84,287.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling