-13.6%
KHC vs CAKE
+157.8%
-171.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.7% | +0.8% |
| 7D | -1.0% | -4.5% | +3.5% | -0.7% |
| 30D | +1.9% | -12.4% | +14.3% | +2.7% |
| 3M | +3.2% | +37.3% | -34.1% | +0.8% |
| 6M | +10.0% | +70.7% | -60.8% | +5.8% |
| YTD | +6.7% | +106.0% | -99.3% | +1.3% |
| 1Y | -0.9% | +79.7% | -80.5% | -5.2% |
| 3Y | -13.6% | +267.8% | -281.3% | -19.9% |
| All | -13.6% | +157.8% | -171.4% | -17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling