+2,994.1%
XOM vs CAKE
+3,772.9%
-778.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.0% |
| 7D | +1.9% | -5.6% | +7.5% | +2.7% |
| 30D | +4.1% | -10.5% | +14.6% | +5.7% |
| 3M | +10.4% | +43.6% | -33.2% | +4.1% |
| 6M | +13.0% | +63.0% | -50.0% | +4.0% |
| YTD | +40.1% | +102.9% | -62.8% | +24.4% |
| 1Y | +51.1% | +75.6% | -24.5% | +36.9% |
| 3Y | +57.7% | +257.7% | -200.0% | +25.7% |
| 5Y | +264.7% | +156.0% | +108.7% | +197.5% |
| 10Y | +193.1% | +150.5% | +42.5% | +123.0% |
| All | +2,994.1% | +3,772.9% | -778.8% | +1,648.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling