+48.3%
XLE vs CAKE
+76.8%
-28.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.2% | -0.9% |
| 7D | +2.2% | -4.0% | +6.2% | +2.1% |
| 30D | +11.8% | +2.4% | +9.3% | +11.8% |
| 3M | +9.8% | +69.0% | -59.1% | +11.9% |
| 6M | +15.6% | +69.3% | -53.7% | +18.8% |
| YTD | +45.3% | +115.8% | -70.5% | +45.6% |
| 1Y | +48.3% | +79.3% | -31.0% | +47.2% |
| All | +48.3% | +76.8% | -28.5% | +47.2% |
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