+225.3%
GLDM vs CAKE
+135.1%
+90.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.9% | -2.1% | +1.8% |
| 7D | +5.0% | -1.8% | +6.7% | +5.0% |
| 30D | -1.3% | +2.3% | -3.6% | -1.3% |
| 3M | -4.7% | +3.9% | -8.6% | -4.7% |
| 6M | -12.4% | +81.4% | -93.8% | -12.7% |
| YTD | -4.1% | +122.5% | -126.6% | -4.5% |
| 1Y | +3.3% | +138.1% | -134.8% | +2.8% |
| 3Y | +110.9% | +288.0% | -177.1% | +109.5% |
| 5Y | +124.8% | +174.9% | -50.1% | +122.9% |
| All | +225.3% | +135.1% | +90.2% | +212.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling