+58.3%
XLE vs CAKE
+264.8%
-206.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +1.2% |
| 7D | +0.3% | -4.6% | +4.9% | +0.8% |
| 30D | +8.5% | -6.6% | +15.1% | +9.2% |
| 3M | +14.6% | +52.9% | -38.3% | +8.5% |
| 6M | +17.6% | +65.7% | -48.2% | +10.0% |
| YTD | +48.1% | +107.8% | -59.7% | +32.8% |
| 1Y | +53.8% | +78.5% | -24.7% | +41.5% |
| All | +58.3% | +264.8% | -206.5% | +30.6% |
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