+174.0%
GD vs CAKE
+138.9%
+35.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.8% |
| 7D | -1.9% | -1.0% | -0.9% | -1.8% |
| 30D | +10.9% | +0.6% | +10.3% | +10.7% |
| 3M | -6.8% | -1.6% | -5.1% | -6.9% |
| 6M | +7.0% | +78.3% | -71.3% | -4.7% |
| YTD | +11.1% | +118.8% | -107.7% | -5.3% |
| 1Y | +7.0% | +140.3% | -133.3% | -10.4% |
| 3Y | +59.9% | +280.3% | -220.3% | +19.7% |
| 5Y | +102.5% | +171.9% | -69.5% | +56.7% |
| 10Y | +174.0% | +135.1% | +39.0% | +81.0% |
| All | +174.0% | +138.9% | +35.1% | +81.0% |
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