+18.5%
GRMN vs CAKE
+76.8%
-58.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.4% | -0.2% |
| 7D | -2.9% | -4.0% | +1.1% | -1.4% |
| 30D | -8.4% | +2.4% | -10.9% | -9.8% |
| 3M | +15.0% | +69.0% | -54.0% | -3.9% |
| 6M | +11.2% | +69.3% | -58.1% | -7.7% |
| YTD | +37.7% | +115.8% | -78.1% | +3.0% |
| 1Y | +18.5% | +79.3% | -60.9% | -0.7% |
| All | +18.5% | +76.8% | -58.3% | -0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling