+12.1%
XLRE vs CAKE
+135.2%
-123.1%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.2% | -1.5% |
| 7D | +2.9% | -2.1% | +5.0% | +3.0% |
| 30D | +7.8% | +2.3% | +5.5% | +7.6% |
| 3M | -1.2% | +5.4% | -6.6% | -1.6% |
| 6M | +2.0% | +82.5% | -80.5% | -2.9% |
| YTD | +12.4% | +122.0% | -109.6% | +3.9% |
| 1Y | +12.1% | +133.9% | -121.8% | +2.4% |
| All | +12.1% | +135.2% | -123.1% | +2.4% |
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 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