+257.2%
XOM vs CAKE
+157.8%
+99.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.1% | +0.3% |
| 7D | +4.1% | -4.5% | +8.6% | +4.5% |
| 30D | +4.6% | -12.4% | +17.0% | +5.7% |
| 3M | +14.0% | +37.3% | -23.4% | +10.7% |
| 6M | +11.0% | +70.7% | -59.8% | +5.4% |
| YTD | +40.7% | +106.0% | -65.3% | +30.9% |
| 1Y | +52.3% | +79.7% | -27.3% | +43.5% |
| 3Y | +60.5% | +267.8% | -207.3% | +39.6% |
| All | +257.2% | +157.8% | +99.4% | +221.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling