+242.5%
GLDM vs CAKE
+127.2%
+115.3%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.7% |
| 7D | +0.7% | -1.1% | +1.8% | +0.8% |
| 30D | +0.3% | +0.4% | -0.1% | +0.3% |
| 3M | +0.7% | +59.9% | -59.2% | +0.4% |
| 6M | -15.4% | +75.1% | -90.5% | -15.7% |
| YTD | +1.0% | +115.0% | -114.0% | +0.6% |
| 1Y | +19.7% | +81.6% | -61.9% | +19.3% |
| 3Y | +126.5% | +279.1% | -152.6% | +125.0% |
| 5Y | +142.5% | +170.6% | -28.1% | +140.6% |
| All | +242.5% | +127.2% | +115.3% | +229.3% |
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