+6,167.7%
GEN vs CAKE
+4,004.5%
+2,163.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.7% |
| 7D | -0.7% | -1.1% | +0.4% | -0.5% |
| 30D | +2.6% | +0.4% | +2.2% | +2.3% |
| 3M | +15.8% | +59.9% | -44.1% | +3.6% |
| 6M | +33.1% | +75.1% | -41.9% | +16.3% |
| YTD | +11.3% | +115.0% | -103.7% | -7.5% |
| 1Y | +1.7% | +81.6% | -80.0% | -12.5% |
| 3Y | +58.1% | +279.1% | -221.0% | +13.3% |
| 5Y | +20.6% | +170.6% | -150.0% | -10.4% |
| 10Y | +149.0% | +160.3% | -11.3% | +61.0% |
| All | +6,167.7% | +4,004.5% | +2,163.2% | +1,567.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling