+33.1%
GDDY vs CAKE
+261.6%
-228.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.2% | +1.5% |
| 7D | -3.2% | -4.5% | +1.3% | -2.6% |
| 30D | +6.8% | -12.4% | +19.2% | +8.7% |
| 3M | +30.5% | +37.3% | -6.9% | +23.3% |
| 6M | +13.3% | +70.7% | -57.4% | +3.0% |
| YTD | -21.0% | +106.0% | -126.9% | -31.0% |
| 1Y | -34.0% | +79.7% | -113.7% | -41.0% |
| 3Y | +33.1% | +267.8% | -234.7% | -0.4% |
| All | +33.1% | +261.6% | -228.5% | -0.4% |
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 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