+5.7%
XLP vs CAKE
+76.5%
-70.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -0.8% |
| 7D | -2.9% | -4.6% | +1.7% | -2.5% |
| 30D | -2.2% | -6.6% | +4.3% | -1.7% |
| 3M | -0.6% | +52.9% | -53.5% | -4.7% |
| 6M | -2.2% | +65.7% | -67.9% | -7.2% |
| YTD | +8.3% | +107.8% | -99.5% | -0.9% |
| 1Y | +5.7% | +78.5% | -72.8% | -1.8% |
| All | +5.7% | +76.5% | -70.8% | -1.8% |
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