+402.6%
XME vs CAKE
+155.4%
+247.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.4% |
| 7D | -4.2% | -4.5% | +0.3% | -2.9% |
| 30D | -2.7% | -12.4% | +9.7% | +0.9% |
| 3M | -3.9% | +37.3% | -41.3% | -13.4% |
| 6M | -1.0% | +70.7% | -71.7% | -16.8% |
| YTD | +9.8% | +106.0% | -96.2% | -13.1% |
| 1Y | +32.5% | +79.7% | -47.1% | +8.9% |
| 3Y | +124.3% | +267.8% | -143.4% | +45.0% |
| 5Y | +165.8% | +159.9% | +5.9% | +82.0% |
| All | +402.6% | +155.4% | +247.2% | +195.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling