+7,287.9%
HUM vs CAKE
+3,831.8%
+3,456.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.7% | +2.0% |
| 7D | +2.1% | -4.5% | +6.6% | +2.9% |
| 30D | +5.4% | -12.4% | +17.8% | +7.7% |
| 3M | +11.4% | +37.3% | -25.9% | +4.8% |
| 6M | +141.5% | +70.7% | +70.8% | +117.8% |
| YTD | +61.2% | +106.0% | -44.8% | +40.5% |
| 1Y | +49.2% | +79.7% | -30.5% | +32.9% |
| 3Y | -9.0% | +267.8% | -276.8% | -29.8% |
| 5Y | +7.2% | +159.9% | -152.7% | -15.1% |
| 10Y | +152.7% | +154.3% | -1.7% | +81.1% |
| All | +7,287.9% | +3,831.8% | +3,456.0% | +3,022.8% |
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