+7.6%
GD vs CAKE
+141.9%
-134.3%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | 0.0% |
| 7D | +2.7% | +2.5% | +0.2% | +2.5% |
| 30D | +8.6% | -3.1% | +11.7% | +8.6% |
| 3M | -7.1% | -2.2% | -4.8% | -7.0% |
| 6M | +7.5% | +94.1% | -86.6% | +1.9% |
| YTD | +9.9% | +119.4% | -109.5% | -1.1% |
| 1Y | +7.6% | +141.4% | -133.8% | -5.1% |
| All | +7.6% | +141.9% | -134.3% | -5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling