+47.0%
CVX vs CAKE
+147.7%
-100.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.7% | -8.4% | -3.3% |
| 7D | -5.3% | +9.1% | -14.5% | -4.7% |
| 30D | +5.1% | +5.8% | -0.8% | +5.5% |
| 3M | +14.9% | +9.3% | +5.6% | +15.8% |
| 6M | +14.9% | +96.1% | -81.3% | +21.8% |
| YTD | +46.3% | +131.4% | -85.1% | +51.9% |
| 1Y | +47.0% | +146.1% | -99.0% | +51.7% |
| All | +47.0% | +147.7% | -100.7% | +51.7% |
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