-5.8%
XLC vs CAKE
+147.7%
-153.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.7% | -1.2% | +3.1% |
| 7D | +1.8% | +9.1% | -7.4% | +1.1% |
| 30D | -6.0% | +5.8% | -11.8% | -6.3% |
| 3M | -6.0% | +9.3% | -15.3% | -6.8% |
| 6M | -9.1% | +96.1% | -105.2% | -13.3% |
| YTD | -10.0% | +131.4% | -141.5% | -15.5% |
| 1Y | -5.8% | +146.1% | -151.9% | -12.7% |
| All | -5.8% | +147.7% | -153.5% | -12.7% |
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