+5,300.4%
EOG vs CAKE
+3,831.8%
+1,468.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.4% |
| 7D | +1.5% | -4.5% | +6.0% | +2.4% |
| 30D | +2.9% | -12.4% | +15.4% | +5.5% |
| 3M | +8.7% | +37.3% | -28.6% | +1.7% |
| 6M | +12.9% | +70.7% | -57.8% | +0.5% |
| YTD | +43.8% | +106.0% | -62.2% | +22.9% |
| 1Y | +27.1% | +79.7% | -52.6% | +11.2% |
| 3Y | +25.9% | +267.8% | -241.9% | -6.7% |
| 5Y | +177.9% | +159.9% | +18.0% | +113.0% |
| 10Y | +119.7% | +154.3% | -34.7% | +56.6% |
| All | +5,300.4% | +3,831.8% | +1,468.5% | +2,514.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling