+376.1%
GLW vs CAKE
+152.3%
+223.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.6% |
| 7D | +11.7% | -5.6% | +17.3% | +13.2% |
| 30D | +2.7% | -10.5% | +13.2% | +5.2% |
| 3M | -2.8% | +43.6% | -46.5% | -11.5% |
| 6M | +20.2% | +63.0% | -42.9% | +5.4% |
| YTD | +87.3% | +102.9% | -15.6% | +55.0% |
| 1Y | +119.6% | +75.6% | +44.0% | +87.9% |
| 3Y | +453.7% | +257.7% | +196.0% | +280.4% |
| 5Y | +376.1% | +156.0% | +220.1% | +238.3% |
| All | +376.1% | +152.3% | +223.8% | +238.3% |
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 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