+308.1%
HUBS vs CAKE
+155.4%
+152.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.4% |
| 7D | -9.0% | -4.5% | -4.5% | -7.8% |
| 30D | +7.2% | -12.4% | +19.7% | +10.8% |
| 3M | +20.9% | +37.3% | -16.5% | +9.3% |
| 6M | -13.0% | +70.7% | -83.8% | -26.8% |
| YTD | -43.8% | +106.0% | -149.8% | -55.7% |
| 1Y | -54.6% | +79.7% | -134.3% | -62.8% |
| 3Y | -58.5% | +267.8% | -326.2% | -73.2% |
| 5Y | -66.4% | +159.9% | -226.3% | -76.6% |
| All | +308.1% | +155.4% | +152.7% | +124.1% |
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 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