+371.6%
GH vs CAKE
+261.6%
+110.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.6% | -1.6% |
| 7D | -2.5% | -4.5% | +2.0% | -0.8% |
| 30D | -4.7% | -12.4% | +7.8% | 0.0% |
| 3M | +20.2% | +37.3% | -17.1% | +3.9% |
| 6M | +78.8% | +70.7% | +8.1% | +38.9% |
| YTD | +54.1% | +106.0% | -51.9% | +8.0% |
| 1Y | +177.1% | +79.7% | +97.4% | +107.4% |
| 3Y | +371.6% | +267.8% | +103.8% | +98.0% |
| All | +371.6% | +261.6% | +110.0% | +98.0% |
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