+211.5%
GDX vs CAKE
+364.1%
-152.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.8% |
| 7D | +4.0% | -1.1% | +5.0% | +4.0% |
| 30D | +9.5% | +0.4% | +9.1% | +9.4% |
| 3M | +25.1% | +59.9% | -34.8% | +20.4% |
| 6M | -2.9% | +75.1% | -78.0% | -7.4% |
| YTD | +14.7% | +115.0% | -100.3% | +7.7% |
| 1Y | +47.4% | +81.6% | -34.2% | +40.0% |
| 3Y | +259.7% | +279.1% | -19.4% | +220.2% |
| 5Y | +227.7% | +170.6% | +57.0% | +194.7% |
| 10Y | +289.0% | +160.3% | +128.7% | +236.5% |
| All | +211.5% | +364.1% | -152.6% | +123.6% |
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