+153.8%
GEN vs CAKE
+155.4%
-1.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.6% | +0.8% |
| 7D | -1.3% | -4.5% | +3.3% | -0.7% |
| 30D | +6.1% | -12.4% | +18.6% | +7.8% |
| 3M | +27.0% | +37.3% | -10.4% | +21.7% |
| 6M | +43.9% | +70.7% | -26.9% | +33.9% |
| YTD | +13.0% | +106.0% | -93.0% | +2.4% |
| 1Y | +4.0% | +79.7% | -75.6% | -4.1% |
| 3Y | +66.2% | +267.8% | -201.6% | +39.9% |
| 5Y | +23.2% | +159.9% | -136.7% | +5.4% |
| All | +153.8% | +155.4% | -1.7% | +111.9% |
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 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