+63,719.4%
GILD vs CAKE
+3,831.8%
+59,887.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.0% |
| 7D | -4.8% | -4.5% | -0.3% | -4.1% |
| 30D | +5.8% | -12.4% | +18.2% | +7.9% |
| 3M | +14.9% | +37.3% | -22.4% | +8.7% |
| 6M | -0.4% | +70.7% | -71.1% | -9.3% |
| YTD | +18.5% | +106.0% | -87.5% | +4.4% |
| 1Y | +25.1% | +79.7% | -54.5% | +12.4% |
| 3Y | +105.9% | +267.8% | -161.9% | +61.5% |
| 5Y | +143.0% | +159.9% | -16.9% | +95.5% |
| 10Y | +162.4% | +154.3% | +8.0% | +90.7% |
| All | +63,719.4% | +3,831.8% | +59,887.6% | +29,064.1% |
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 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