+60.5%
XOM vs CAKE
+261.6%
-201.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.1% | +0.4% |
| 7D | +4.1% | -4.5% | +8.6% | +4.4% |
| 30D | +4.6% | -12.4% | +17.0% | +5.6% |
| 3M | +14.0% | +37.3% | -23.4% | +11.1% |
| 6M | +11.0% | +70.7% | -59.8% | +6.0% |
| YTD | +40.7% | +106.0% | -65.3% | +31.2% |
| 1Y | +52.3% | +79.7% | -27.3% | +44.2% |
| 3Y | +60.5% | +267.8% | -207.3% | +41.2% |
| All | +60.5% | +261.6% | -201.2% | +41.2% |
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