+215.1%
GDXJ vs CAKE
+155.4%
+59.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.5% | +0.9% |
| 7D | -2.8% | -4.5% | +1.7% | -2.4% |
| 30D | +5.0% | -12.4% | +17.4% | +6.1% |
| 3M | +24.1% | +37.3% | -13.3% | +20.3% |
| 6M | -7.4% | +70.7% | -78.1% | -12.1% |
| YTD | +10.2% | +106.0% | -95.8% | +2.8% |
| 1Y | +42.5% | +79.7% | -37.1% | +34.4% |
| 3Y | +285.7% | +267.8% | +17.9% | +238.8% |
| 5Y | +231.9% | +159.9% | +72.0% | +193.9% |
| All | +215.1% | +155.4% | +59.7% | +153.7% |
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