+43.4%
XLK vs CAKE
+76.8%
-33.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.7% |
| 7D | +0.9% | -4.0% | +4.9% | +1.0% |
| 30D | +0.7% | +2.4% | -1.7% | +0.5% |
| 3M | -2.9% | +69.0% | -71.9% | -6.9% |
| 6M | +34.3% | +69.3% | -35.0% | +27.6% |
| YTD | +30.4% | +115.8% | -85.4% | +23.4% |
| 1Y | +43.4% | +79.3% | -36.0% | +36.0% |
| All | +43.4% | +76.8% | -33.4% | +36.0% |
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