+10,139.0%
GD vs CAKE
+4,148.1%
+5,991.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.9% | -1.7% | +1.7% |
| 7D | -3.0% | -1.8% | -1.3% | -2.8% |
| 30D | +9.3% | +2.3% | +7.0% | +8.8% |
| 3M | -7.2% | +3.9% | -11.1% | -8.0% |
| 6M | +5.5% | +81.4% | -75.9% | -4.4% |
| YTD | +9.5% | +122.5% | -113.1% | -4.1% |
| 1Y | +6.4% | +138.1% | -131.7% | -7.8% |
| 3Y | +59.8% | +288.0% | -228.2% | +26.4% |
| 5Y | +98.0% | +174.9% | -76.9% | +60.6% |
| 10Y | +177.4% | +144.3% | +33.1% | +111.2% |
| All | +10,139.0% | +4,148.1% | +5,991.0% | +5,583.4% |
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