+148.7%
XLK vs CAKE
+157.8%
-9.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.0% |
| 7D | +0.2% | -4.5% | +4.7% | +1.3% |
| 30D | -0.6% | -12.4% | +11.8% | +2.3% |
| 3M | +2.6% | +37.3% | -34.8% | -6.0% |
| 6M | +34.0% | +70.7% | -36.8% | +15.6% |
| YTD | +30.7% | +106.0% | -75.3% | +6.9% |
| 1Y | +39.2% | +79.7% | -40.5% | +17.6% |
| 3Y | +120.4% | +267.8% | -147.4% | +49.4% |
| All | +148.7% | +157.8% | -9.1% | +74.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling