+195.4%
GD vs CAKE
+162.2%
+33.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.7% |
| 7D | -3.5% | -1.1% | -2.4% | -3.3% |
| 30D | -9.0% | +0.4% | -9.5% | -9.2% |
| 3M | +5.1% | +59.9% | -54.9% | -4.2% |
| 6M | -1.0% | +75.1% | -76.1% | -11.6% |
| YTD | +7.3% | +115.0% | -107.7% | -8.0% |
| 1Y | +12.4% | +81.6% | -69.2% | -0.7% |
| 3Y | +73.7% | +279.1% | -205.4% | +30.1% |
| 5Y | +93.8% | +170.6% | -76.9% | +49.7% |
| All | +195.4% | +162.2% | +33.2% | +94.7% |
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