+84.4%
GRMN vs CAKE
+157.8%
-73.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.7% | +3.8% |
| 7D | +2.4% | -4.5% | +7.0% | +3.8% |
| 30D | -8.5% | -12.4% | +4.0% | -5.0% |
| 3M | +19.5% | +37.3% | -17.9% | +8.8% |
| 6M | +21.2% | +70.7% | -49.5% | +3.2% |
| YTD | +41.0% | +106.0% | -64.9% | +13.5% |
| 1Y | +19.6% | +79.7% | -60.1% | -0.1% |
| 3Y | +183.8% | +267.8% | -84.0% | +93.2% |
| All | +84.4% | +157.8% | -73.4% | +27.9% |
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