-10.9%
GTLB vs CAKE
+261.6%
-272.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -1.0% |
| 7D | -5.7% | -4.5% | -1.2% | -4.7% |
| 30D | +15.1% | -12.4% | +27.6% | +18.4% |
| 3M | +65.5% | +37.3% | +28.1% | +50.9% |
| 6M | +102.9% | +70.7% | +32.2% | +73.6% |
| YTD | +25.2% | +106.0% | -80.8% | -0.3% |
| 1Y | -5.5% | +79.7% | -85.2% | -21.2% |
| 3Y | -10.9% | +267.8% | -278.7% | -47.1% |
| All | -10.9% | +261.6% | -272.5% | -47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling