+32.0%
XEL vs CAKE
+157.8%
-125.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | +0.1% |
| 7D | -0.3% | -4.5% | +4.2% | -0.1% |
| 30D | -3.9% | -12.4% | +8.5% | -3.4% |
| 3M | -2.8% | +37.3% | -40.2% | -4.5% |
| 6M | -5.4% | +70.7% | -76.1% | -8.2% |
| YTD | +3.8% | +106.0% | -102.2% | -0.5% |
| 1Y | +6.8% | +79.7% | -72.8% | +3.2% |
| 3Y | +45.6% | +267.8% | -222.2% | +34.0% |
| All | +32.0% | +157.8% | -125.8% | +22.3% |
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 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