+204.3%
GLDM vs CAKE
+125.7%
+78.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.4% | -2.8% |
| 7D | -5.5% | -3.8% | -1.7% | -5.5% |
| 30D | -7.0% | -5.2% | -1.8% | -7.0% |
| 3M | -12.3% | -9.2% | -3.1% | -12.2% |
| 6M | -17.9% | +76.6% | -94.6% | -18.2% |
| YTD | -10.3% | +113.6% | -123.9% | -10.7% |
| 1Y | -7.8% | +134.3% | -142.1% | -8.2% |
| 3Y | +99.5% | +271.2% | -171.7% | +98.2% |
| 5Y | +106.5% | +170.3% | -63.8% | +104.8% |
| All | +204.3% | +125.7% | +78.6% | +192.6% |
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