+147.5%
GE vs CAKE
+155.4%
-8.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.6% |
| 7D | -4.0% | -4.5% | +0.5% | -2.6% |
| 30D | -11.4% | -12.4% | +1.0% | -7.8% |
| 3M | -2.6% | +37.3% | -40.0% | -12.9% |
| 6M | -0.3% | +70.7% | -71.1% | -17.3% |
| YTD | +5.4% | +106.0% | -100.6% | -18.0% |
| 1Y | +15.5% | +79.7% | -64.1% | -6.5% |
| 3Y | +260.8% | +267.8% | -7.0% | +122.8% |
| 5Y | +421.6% | +159.9% | +261.8% | +244.6% |
| All | +147.5% | +155.4% | -8.0% | +33.5% |
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