+147.9%
OXY vs CAKE
+157.8%
-9.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.3% |
| 7D | +2.8% | -4.5% | +7.4% | +3.5% |
| 30D | +5.5% | -12.4% | +17.9% | +7.3% |
| 3M | +11.3% | +37.3% | -26.0% | +6.1% |
| 6M | +11.6% | +70.7% | -59.1% | +2.5% |
| YTD | +51.6% | +106.0% | -54.4% | +34.3% |
| 1Y | +36.2% | +79.7% | -43.4% | +23.4% |
| 3Y | +1.7% | +267.8% | -266.1% | -19.3% |
| All | +147.9% | +157.8% | -9.9% | +104.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling