+7.2%
GEHC vs CAKE
+231.3%
-224.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.9% |
| 7D | -7.2% | -4.5% | -2.6% | -5.9% |
| 30D | -11.6% | -12.4% | +0.9% | -8.4% |
| 3M | -0.8% | +37.3% | -38.2% | -9.3% |
| 6M | -11.9% | +70.7% | -82.6% | -24.2% |
| YTD | -21.9% | +106.0% | -127.9% | -36.1% |
| 1Y | -17.8% | +79.7% | -97.5% | -30.6% |
| 3Y | -3.5% | +267.8% | -271.3% | -30.6% |
| All | +7.2% | +231.3% | -224.1% | -26.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling