+170.5%
GM vs CAKE
+261.6%
-91.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -1.0% |
| 7D | -2.4% | -4.5% | +2.1% | -1.2% |
| 30D | -1.1% | -12.4% | +11.3% | +2.4% |
| 3M | +6.1% | +37.3% | -31.2% | -4.3% |
| 6M | +15.0% | +70.7% | -55.8% | -3.8% |
| YTD | +6.0% | +106.0% | -100.0% | -16.9% |
| 1Y | +47.1% | +79.7% | -32.6% | +20.2% |
| 3Y | +170.5% | +267.8% | -97.3% | +64.2% |
| All | +170.5% | +261.6% | -91.1% | +64.2% |
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