+14.7%
GTLB vs CAKE
+76.8%
-62.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.1% |
| 7D | +11.1% | -4.0% | +15.1% | +10.8% |
| 30D | +37.8% | +2.4% | +35.4% | +37.4% |
| 3M | +61.6% | +69.0% | -7.4% | +65.0% |
| 6M | +98.9% | +69.3% | +29.6% | +102.6% |
| YTD | +32.8% | +115.8% | -83.0% | +39.3% |
| 1Y | +14.7% | +79.3% | -64.7% | +20.6% |
| All | +14.7% | +76.8% | -62.1% | +20.6% |
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