+26.2%
GEN vs CAKE
+157.8%
-131.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.6% | +0.7% |
| 7D | -1.3% | -4.5% | +3.3% | -0.5% |
| 30D | +6.1% | -12.4% | +18.6% | +8.6% |
| 3M | +27.0% | +37.3% | -10.4% | +19.0% |
| 6M | +43.9% | +70.7% | -26.9% | +28.7% |
| YTD | +13.0% | +106.0% | -93.0% | -3.0% |
| 1Y | +4.0% | +79.7% | -75.6% | -8.4% |
| 3Y | +66.2% | +267.8% | -201.6% | +26.1% |
| All | +26.2% | +157.8% | -131.6% | -2.4% |
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