+339.2%
GLW vs CAKE
+282.2%
+57.0%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.7% | -7.1% | -4.8% |
| 7D | +7.7% | +2.5% | +5.3% | +7.3% |
| 30D | -18.8% | -3.1% | -15.8% | -18.4% |
| 3M | -27.7% | -2.2% | -25.5% | -27.6% |
| 6M | -44.4% | +94.1% | -138.5% | -51.5% |
| YTD | +31.3% | +119.4% | -88.1% | +11.1% |
| 1Y | +40.0% | +141.4% | -101.3% | +15.8% |
| 3Y | +339.2% | +273.6% | +65.7% | +219.6% |
| All | +339.2% | +282.2% | +57.0% | +219.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling