+74.4%
GD vs CAKE
+279.8%
-205.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.1% | -1.8% |
| 7D | -5.3% | -4.0% | -1.2% | -4.8% |
| 30D | -6.4% | +2.4% | -8.9% | -6.7% |
| 3M | +5.7% | +69.0% | -63.3% | -1.0% |
| 6M | -0.9% | +69.3% | -70.2% | -7.4% |
| YTD | +8.2% | +115.8% | -107.6% | -2.4% |
| 1Y | +13.4% | +79.3% | -65.9% | +4.7% |
| All | +74.4% | +279.8% | -205.4% | +47.8% |
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