+6.7%
XME vs CAKE
+147.7%
-141.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.7% | -5.7% | -1.5% |
| 7D | -5.5% | +9.1% | -14.6% | -6.3% |
| 30D | -11.1% | +5.8% | -17.0% | -11.7% |
| 3M | -11.1% | +9.3% | -20.5% | -12.2% |
| 6M | -18.0% | +96.1% | -114.1% | -28.2% |
| YTD | -7.4% | +131.4% | -138.8% | -24.1% |
| 1Y | +6.7% | +146.1% | -139.4% | -14.4% |
| All | +6.7% | +147.7% | -141.0% | -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