+9.6%
EIX vs CAKE
+76.8%
-67.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.5% | +0.8% |
| 7D | -19.1% | -4.0% | -15.1% | -18.9% |
| 30D | -16.9% | +2.4% | -19.3% | -16.9% |
| 3M | -20.0% | +69.0% | -89.0% | -23.0% |
| 6M | -21.3% | +69.3% | -90.6% | -24.4% |
| YTD | -1.7% | +115.8% | -117.5% | -10.7% |
| 1Y | +9.6% | +79.3% | -69.8% | +4.2% |
| All | +9.6% | +76.8% | -67.2% | +4.2% |
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