+29.1%
XLV vs CAKE
+135.2%
-106.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | -2.1% |
| 7D | +0.5% | -2.1% | +2.6% | +0.7% |
| 30D | +10.7% | +2.3% | +8.4% | +10.4% |
| 3M | +13.1% | +5.4% | +7.7% | +12.4% |
| 6M | +28.3% | +82.5% | -54.2% | +20.2% |
| YTD | +20.9% | +122.0% | -101.1% | +8.9% |
| 1Y | +29.1% | +133.9% | -104.8% | +14.4% |
| All | +29.1% | +135.2% | -106.1% | +14.4% |
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