+245.7%
GDX vs CAKE
+256.2%
-10.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -3.2% |
| 7D | -5.4% | -5.6% | +0.2% | -4.7% |
| 30D | +6.6% | -10.5% | +17.1% | +7.9% |
| 3M | +30.1% | +43.6% | -13.5% | +23.8% |
| 6M | -7.1% | +63.0% | -70.1% | -13.4% |
| YTD | +12.0% | +102.9% | -90.9% | +1.2% |
| 1Y | +41.2% | +75.6% | -34.4% | +29.8% |
| All | +245.7% | +256.2% | -10.4% | +155.8% |
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