+224.1%
GDX vs CAKE
+157.8%
+66.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.9% |
| 7D | -2.2% | -4.5% | +2.4% | -1.7% |
| 30D | +6.8% | -12.4% | +19.2% | +8.2% |
| 3M | +24.9% | +37.3% | -12.4% | +20.2% |
| 6M | -4.2% | +70.7% | -74.9% | -10.4% |
| YTD | +13.2% | +106.0% | -92.8% | +3.4% |
| 1Y | +40.2% | +79.7% | -39.4% | +29.9% |
| 3Y | +249.6% | +267.8% | -18.2% | +190.9% |
| All | +224.1% | +157.8% | +66.3% | +162.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling