+286.6%
CAKE vs GGLL
+210.8%
+75.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GGLL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.1% | +4.8% | +3.0% |
| 7D | +2.5% | +7.7% | -5.2% | +1.5% |
| 30D | -3.1% | -30.2% | +27.2% | +0.9% |
| 3M | -2.2% | -31.3% | +29.1% | +1.9% |
| 6M | +94.1% | -52.1% | +146.1% | +111.3% |
| YTD | +119.4% | -25.9% | +145.3% | +119.0% |
| 1Y | +141.4% | -8.5% | +149.8% | +131.0% |
| 3Y | +273.6% | +165.5% | +108.0% | +172.4% |
| All | +286.6% | +210.8% | +75.8% | +161.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GGLL.
Daily Out/Under-Performance
Portfolio return minus GGLL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GGLL 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 GGLL 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