+18.2%
GLD vs CAKE
+74.6%
-56.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.6% | -1.6% |
| 7D | -3.4% | -5.6% | +2.2% | -3.1% |
| 30D | -1.1% | -10.5% | +9.4% | -0.7% |
| 3M | +5.8% | +43.6% | -37.8% | +3.8% |
| 6M | -17.1% | +63.0% | -80.1% | -19.5% |
| YTD | 0.0% | +102.9% | -102.9% | -3.9% |
| 1Y | +18.2% | +75.6% | -57.4% | +11.2% |
| All | +18.2% | +74.6% | -56.4% | +11.2% |
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