+64.6%
GEN vs CAKE
+256.2%
-191.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +1.2% |
| 7D | -4.3% | -5.6% | +1.3% | -3.3% |
| 30D | +3.8% | -10.5% | +14.3% | +5.8% |
| 3M | +22.3% | +43.6% | -21.4% | +12.4% |
| 6M | +39.0% | +63.0% | -24.1% | +23.7% |
| YTD | +11.9% | +102.9% | -91.0% | -6.2% |
| 1Y | +4.5% | +75.6% | -71.1% | -9.2% |
| All | +64.6% | +256.2% | -191.6% | +16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling