+72.7%
GDXJ vs CAKE
+598.3%
-525.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.4% | -1.6% | -3.7% |
| 7D | -6.2% | -5.6% | -0.6% | -5.6% |
| 30D | +4.6% | -10.5% | +15.2% | +5.9% |
| 3M | +31.3% | +43.6% | -12.4% | +25.7% |
| 6M | -10.7% | +63.0% | -73.7% | -15.9% |
| YTD | +9.1% | +102.9% | -93.8% | +0.2% |
| 1Y | +44.1% | +75.6% | -31.5% | +34.3% |
| 3Y | +285.4% | +257.7% | +27.7% | +228.0% |
| 5Y | +228.4% | +156.0% | +72.4% | +183.6% |
| 10Y | +226.5% | +150.5% | +76.0% | +160.9% |
| All | +72.7% | +598.3% | -525.6% | -14.3% |
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