+53.9%
GD vs CAKE
+266.8%
-212.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +2.9% | -0.3% |
| 7D | -5.0% | -5.2% | +0.2% | -4.5% |
| 30D | +8.9% | -0.2% | +9.1% | +8.9% |
| 3M | -8.0% | -0.2% | -7.8% | -8.2% |
| 6M | +2.9% | +77.5% | -74.6% | -4.5% |
| YTD | +7.1% | +114.1% | -107.1% | -3.7% |
| 1Y | +5.9% | +131.6% | -125.7% | -5.8% |
| 3Y | +53.9% | +271.4% | -217.5% | +30.0% |
| All | +53.9% | +266.8% | -212.9% | +30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling