+9,912.5%
GD vs CAKE
+3,987.3%
+5,925.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +2.9% | -0.1% |
| 7D | -5.0% | -5.2% | +0.2% | -4.3% |
| 30D | +8.9% | -0.2% | +9.1% | +8.9% |
| 3M | -8.0% | -0.2% | -7.8% | -8.3% |
| 6M | +2.9% | +77.5% | -74.6% | -6.4% |
| YTD | +7.1% | +114.1% | -107.1% | -5.7% |
| 1Y | +5.9% | +131.6% | -125.7% | -7.9% |
| 3Y | +53.9% | +271.4% | -217.5% | +22.5% |
| 5Y | +95.4% | +157.5% | -62.1% | +60.1% |
| 10Y | +193.5% | +153.3% | +40.2% | +122.5% |
| All | +9,912.5% | +3,987.3% | +5,925.3% | +5,489.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling