+4.0%
GEN vs CAKE
+78.0%
-74.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.6% | +0.8% |
| 7D | -1.3% | -4.5% | +3.3% | -0.9% |
| 30D | +6.1% | -12.4% | +18.6% | +7.2% |
| 3M | +27.0% | +37.3% | -10.4% | +22.6% |
| 6M | +43.9% | +70.7% | -26.9% | +35.0% |
| YTD | +13.0% | +106.0% | -93.0% | +1.9% |
| 1Y | +4.0% | +79.7% | -75.6% | -2.2% |
| All | +4.0% | +78.0% | -74.0% | -2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling