+191.2%
VLO vs CAKE
+256.2%
-65.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.6% |
| 7D | +4.0% | -5.6% | +9.6% | +4.8% |
| 30D | +19.0% | -10.5% | +29.5% | +20.6% |
| 3M | +50.0% | +43.6% | +6.3% | +41.8% |
| 6M | +79.1% | +63.0% | +16.1% | +65.7% |
| YTD | +140.3% | +102.9% | +37.4% | +111.5% |
| 1Y | +148.3% | +75.6% | +72.7% | +124.9% |
| All | +191.2% | +256.2% | -65.0% | +128.3% |
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