+7.0%
GD vs CAKE
+132.7%
-125.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.6% |
| 7D | -1.9% | -1.0% | -0.9% | -1.8% |
| 30D | +10.9% | +0.6% | +10.3% | +10.8% |
| 3M | -6.8% | -1.6% | -5.1% | -6.7% |
| 6M | +7.0% | +78.3% | -71.3% | +2.2% |
| YTD | +11.1% | +118.8% | -107.7% | -0.1% |
| 1Y | +7.0% | +140.3% | -133.3% | -5.6% |
| All | +7.0% | +132.7% | -125.7% | -5.6% |
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