+435.3%
GNRC vs CAKE
+155.4%
+279.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.5% | +1.4% | +2.5% |
| 7D | -0.2% | -4.5% | +4.3% | +1.2% |
| 30D | -15.7% | -12.4% | -3.3% | -12.4% |
| 3M | -27.3% | +37.3% | -64.7% | -34.7% |
| 6M | -12.1% | +70.7% | -82.8% | -26.5% |
| YTD | +37.1% | +106.0% | -68.9% | +8.0% |
| 1Y | -0.5% | +79.7% | -80.1% | -18.5% |
| 3Y | +61.5% | +267.8% | -206.3% | +5.0% |
| 5Y | -58.6% | +159.9% | -218.5% | -71.2% |
| All | +435.3% | +155.4% | +279.9% | +209.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling