+906.3%
XBI vs CAKE
+251.2%
+655.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.8% |
| 7D | -4.6% | -4.5% | -0.1% | -3.4% |
| 30D | -2.0% | -12.4% | +10.4% | +1.4% |
| 3M | +17.8% | +37.3% | -19.6% | +7.0% |
| 6M | +23.7% | +70.7% | -47.0% | +5.3% |
| YTD | +28.2% | +106.0% | -77.8% | +3.0% |
| 1Y | +64.0% | +79.7% | -15.7% | +36.3% |
| 3Y | +99.4% | +267.8% | -168.4% | +32.7% |
| 5Y | +19.3% | +159.9% | -140.6% | -15.5% |
| 10Y | +158.7% | +154.3% | +4.4% | +57.9% |
| All | +906.3% | +251.2% | +655.1% | +367.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling