+229.2%
MXL vs CAKE
+261.6%
-32.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.5% | +6.0% | +6.9% |
| 7D | +18.9% | -4.5% | +23.4% | +20.9% |
| 30D | +0.3% | -12.4% | +12.8% | +5.5% |
| 3M | -8.0% | +37.3% | -45.4% | -21.7% |
| 6M | +341.2% | +70.7% | +270.5% | +233.3% |
| YTD | +327.8% | +106.0% | +221.8% | +189.5% |
| 1Y | +364.9% | +79.7% | +285.2% | +237.6% |
| 3Y | +229.2% | +267.8% | -38.5% | +58.1% |
| All | +229.2% | +261.6% | -32.4% | +58.1% |
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