+159.7%
GILD vs CAKE
+155.4%
+4.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -0.9% |
| 7D | -4.8% | -4.5% | -0.3% | -4.4% |
| 30D | +5.8% | -12.4% | +18.2% | +7.1% |
| 3M | +14.9% | +37.3% | -22.4% | +10.8% |
| 6M | -0.4% | +70.7% | -71.1% | -6.4% |
| YTD | +18.5% | +106.0% | -87.5% | +9.0% |
| 1Y | +25.1% | +79.7% | -54.5% | +16.6% |
| 3Y | +105.9% | +267.8% | -161.9% | +75.9% |
| 5Y | +143.0% | +159.9% | -16.9% | +110.8% |
| All | +159.7% | +155.4% | +4.3% | +98.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling