+69.7%
XLC vs CAKE
+256.2%
-186.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.0% |
| 7D | -1.7% | -5.6% | +4.0% | -0.7% |
| 30D | +0.2% | -10.5% | +10.7% | +1.9% |
| 3M | +0.7% | +43.6% | -42.9% | -6.0% |
| 6M | -4.5% | +63.0% | -67.5% | -13.2% |
| YTD | -4.7% | +102.9% | -107.6% | -17.6% |
| 1Y | -1.5% | +75.6% | -77.1% | -12.3% |
| All | +69.7% | +256.2% | -186.5% | +27.6% |
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