+25.7%
GPN vs CAKE
+155.4%
-129.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.5% |
| 7D | -4.3% | -4.5% | +0.2% | -3.0% |
| 30D | 0.0% | -12.4% | +12.5% | +3.9% |
| 3M | +35.8% | +37.3% | -1.5% | +22.2% |
| 6M | +22.0% | +70.7% | -48.7% | +2.2% |
| YTD | +15.2% | +106.0% | -90.8% | -9.3% |
| 1Y | +3.5% | +79.7% | -76.2% | -15.1% |
| 3Y | -26.9% | +267.8% | -294.7% | -52.7% |
| 5Y | -44.2% | +159.9% | -204.1% | -61.6% |
| All | +25.7% | +155.4% | -129.7% | -35.7% |
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