+206.1%
GLD vs CAKE
+131.7%
+74.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.6% | +0.1% |
| 7D | -4.6% | +2.5% | -7.1% | -4.6% |
| 30D | -5.5% | -3.1% | -2.4% | -5.4% |
| 3M | -10.9% | -2.2% | -8.7% | -10.9% |
| 6M | -17.4% | +94.1% | -111.5% | -17.8% |
| YTD | -10.3% | +119.4% | -129.7% | -10.8% |
| 1Y | -7.2% | +141.4% | -148.5% | -7.7% |
| 3Y | +96.9% | +273.6% | -176.7% | +95.3% |
| 5Y | +103.8% | +177.7% | -73.9% | +101.8% |
| All | +206.1% | +131.7% | +74.4% | +198.0% |
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