+296.0%
GDX vs CAKE
+155.4%
+140.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +1.1% |
| 7D | -2.2% | -4.5% | +2.4% | -2.0% |
| 30D | +6.8% | -12.4% | +19.2% | +7.2% |
| 3M | +24.9% | +37.3% | -12.4% | +23.5% |
| 6M | -4.2% | +70.7% | -74.9% | -6.1% |
| YTD | +13.2% | +106.0% | -92.8% | +10.2% |
| 1Y | +40.2% | +79.7% | -39.4% | +37.0% |
| 3Y | +249.6% | +267.8% | -18.2% | +233.9% |
| 5Y | +230.4% | +159.9% | +70.5% | +214.4% |
| All | +296.0% | +155.4% | +140.6% | +269.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling