+47.6%
XOP vs CAKE
+76.8%
-29.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | +2.6% | -4.0% | +6.6% | +2.4% |
| 30D | +15.4% | +2.4% | +13.0% | +15.5% |
| 3M | +12.1% | +69.0% | -56.9% | +16.4% |
| 6M | +19.7% | +69.3% | -49.6% | +25.9% |
| YTD | +52.4% | +115.8% | -63.4% | +57.0% |
| 1Y | +47.6% | +79.3% | -31.8% | +47.7% |
| All | +47.6% | +76.8% | -29.2% | +47.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling