+105.9%
GILD vs CAKE
+261.6%
-155.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +6.9% |
| 3M | +14.9% | +37.3% | -22.4% | +11.0% |
| 6M | -0.4% | +70.7% | -71.1% | -6.3% |
| YTD | +18.5% | +106.0% | -87.5% | +9.3% |
| 1Y | +25.1% | +79.7% | -54.5% | +16.8% |
| 3Y | +105.9% | +267.8% | -161.9% | +79.7% |
| All | +105.9% | +261.6% | -155.7% | +79.7% |
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