+37.5%
CVX vs CAKE
+76.8%
-39.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.3% |
| 7D | +3.3% | -4.0% | +7.3% | +3.3% |
| 30D | +12.9% | +2.4% | +10.4% | +12.9% |
| 3M | +11.7% | +69.0% | -57.3% | +14.3% |
| 6M | +14.1% | +69.3% | -55.1% | +18.2% |
| YTD | +40.7% | +115.8% | -75.1% | +41.0% |
| 1Y | +37.5% | +79.3% | -41.8% | +33.7% |
| All | +37.5% | +76.8% | -39.3% | +33.7% |
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