+2,125.1%
GE vs CAKE
+3,831.8%
-1,706.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.5% |
| 7D | -4.0% | -4.5% | +0.5% | -2.8% |
| 30D | -11.4% | -12.4% | +1.0% | -8.4% |
| 3M | -2.6% | +37.3% | -40.0% | -11.1% |
| 6M | -0.3% | +70.7% | -71.1% | -14.3% |
| YTD | +5.4% | +106.0% | -100.6% | -13.9% |
| 1Y | +15.5% | +79.7% | -64.1% | -2.7% |
| 3Y | +260.8% | +267.8% | -7.0% | +146.1% |
| 5Y | +421.6% | +159.9% | +261.8% | +275.9% |
| 10Y | +150.6% | +154.3% | -3.8% | +64.0% |
| All | +2,125.1% | +3,831.8% | -1,706.7% | +771.9% |
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