+36.6%
OKE vs CAKE
+135.2%
-98.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | -2.8% |
| 7D | -9.0% | -2.1% | -6.9% | -9.0% |
| 30D | -2.3% | +2.3% | -4.6% | -2.2% |
| 3M | 0.0% | +5.4% | -5.4% | +0.4% |
| 6M | -2.0% | +82.5% | -84.5% | +4.4% |
| YTD | +23.2% | +122.0% | -98.9% | +32.3% |
| 1Y | +36.6% | +133.9% | -97.3% | +46.4% |
| All | +36.6% | +135.2% | -98.6% | +46.4% |
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