+213.1%
USO vs CAKE
+157.8%
+55.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.2% |
| 7D | +9.1% | -4.5% | +13.7% | +9.1% |
| 30D | +21.7% | -12.4% | +34.1% | +21.6% |
| 3M | +20.2% | +37.3% | -17.1% | +20.5% |
| 6M | +43.4% | +70.7% | -27.4% | +44.0% |
| YTD | +124.0% | +106.0% | +18.0% | +123.4% |
| 1Y | +112.2% | +79.7% | +32.5% | +112.5% |
| 3Y | +97.7% | +267.8% | -170.1% | +94.0% |
| All | +213.1% | +157.8% | +55.2% | +214.9% |
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