+52.4%
XOP vs CAKE
+78.0%
-25.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | +0.2% |
| 7D | +2.6% | -4.5% | +7.2% | +2.5% |
| 30D | +9.6% | -12.4% | +22.0% | +9.1% |
| 3M | +20.4% | +37.3% | -17.0% | +23.2% |
| 6M | +19.9% | +70.7% | -50.8% | +25.6% |
| YTD | +56.4% | +106.0% | -49.6% | +61.0% |
| 1Y | +52.4% | +79.7% | -27.2% | +52.9% |
| All | +52.4% | +78.0% | -25.6% | +52.9% |
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