+124.3%
XME vs CAKE
+261.6%
-137.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.4% |
| 7D | -4.2% | -4.5% | +0.3% | -3.1% |
| 30D | -2.7% | -12.4% | +9.7% | +0.4% |
| 3M | -3.9% | +37.3% | -41.3% | -12.8% |
| 6M | -1.0% | +70.7% | -71.7% | -16.3% |
| YTD | +9.8% | +106.0% | -96.2% | -12.8% |
| 1Y | +32.5% | +79.7% | -47.1% | +9.4% |
| 3Y | +124.3% | +267.8% | -143.4% | +39.4% |
| All | +124.3% | +261.6% | -137.3% | +39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling