+213.1%
GLD vs CAKE
+151.6%
+61.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.6% | -1.7% |
| 7D | -3.4% | -5.6% | +2.2% | -3.3% |
| 30D | -1.1% | -10.5% | +9.4% | -1.1% |
| 3M | +5.8% | +43.6% | -37.8% | +5.6% |
| 6M | -17.1% | +63.0% | -80.1% | -17.3% |
| YTD | 0.0% | +102.9% | -102.9% | -0.4% |
| 1Y | +18.2% | +75.6% | -57.4% | +17.7% |
| 3Y | +122.6% | +257.7% | -135.1% | +121.0% |
| 5Y | +137.1% | +156.0% | -18.9% | +135.2% |
| All | +213.1% | +151.6% | +61.5% | +202.4% |
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