+151.5%
CAKE vs FWONK
+340.2%
-188.7%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.4% | +1.5% |
| 7D | -4.5% | +0.1% | -4.6% | -4.6% |
| 30D | -12.4% | -7.7% | -4.7% | -9.2% |
| 3M | +37.3% | +5.7% | +31.6% | +33.5% |
| 6M | +70.7% | +13.5% | +57.3% | +59.9% |
| YTD | +106.0% | -3.0% | +108.9% | +106.5% |
| 1Y | +79.7% | -6.4% | +86.1% | +82.6% |
| 3Y | +267.8% | +43.8% | +223.9% | +197.0% |
| 5Y | +159.9% | +98.6% | +61.3% | +76.1% |
| All | +151.5% | +340.2% | -188.7% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 10y: compounded portfolio wealth divided by compounded FWONK 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…
10y analysis · Full analysis span regression · 6 months rolling