+121.8%
GLDM vs CAKE
+157.7%
-35.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.6% | +2.8% | -0.7% |
| 7D | +4.7% | -5.2% | +9.9% | +4.8% |
| 30D | -0.9% | -0.2% | -0.6% | -0.9% |
| 3M | -4.3% | -0.2% | -4.1% | -4.3% |
| 6M | -13.4% | +77.5% | -90.9% | -14.6% |
| YTD | -5.8% | +114.1% | -119.9% | -7.5% |
| 1Y | +2.1% | +131.6% | -129.5% | +0.1% |
| 3Y | +105.0% | +271.4% | -166.4% | +98.2% |
| All | +121.8% | +157.7% | -35.9% | +109.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling