+143.6%
VLO vs CAKE
+76.8%
+66.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | +5.2% | -4.0% | +9.2% | +5.0% |
| 30D | +22.6% | +2.4% | +20.2% | +22.7% |
| 3M | +43.8% | +69.0% | -25.2% | +49.7% |
| 6M | +65.7% | +69.3% | -3.5% | +75.2% |
| YTD | +131.1% | +115.8% | +15.3% | +139.9% |
| 1Y | +143.6% | +79.3% | +64.3% | +134.2% |
| All | +143.6% | +76.8% | +66.9% | +134.2% |
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