+49.9%
XLE vs CAKE
+147.7%
-97.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +4.7% | -9.4% | -4.5% |
| 7D | -7.2% | +9.1% | -16.3% | -6.7% |
| 30D | +0.1% | +5.8% | -5.7% | +0.5% |
| 3M | +9.2% | +9.3% | -0.1% | +9.9% |
| 6M | +8.4% | +96.1% | -87.7% | +12.9% |
| YTD | +44.9% | +131.4% | -86.5% | +48.2% |
| 1Y | +49.9% | +146.1% | -96.2% | +52.2% |
| All | +49.9% | +147.7% | -97.8% | +52.2% |
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