+25.1%
GILD vs CAKE
+78.0%
-52.9%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -0.8% |
| 7D | -4.8% | -4.5% | -0.3% | -4.6% |
| 30D | +5.8% | -12.4% | +18.2% | +6.6% |
| 3M | +14.9% | +37.3% | -22.4% | +11.2% |
| 6M | -0.4% | +70.7% | -71.1% | -6.4% |
| YTD | +18.5% | +106.0% | -87.5% | +9.5% |
| 1Y | +25.1% | +79.7% | -54.5% | +20.1% |
| All | +25.1% | +78.0% | -52.9% | +20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling