+79.7%
CAKE vs NWSA
+3.0%
+76.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | -4.5% | -2.8% | -1.7% | -3.9% |
| 30D | -12.4% | +3.0% | -15.5% | -13.0% |
| 3M | +37.3% | +12.3% | +25.0% | +34.2% |
| 6M | +70.7% | +21.9% | +48.9% | +62.7% |
| YTD | +106.0% | +13.6% | +92.4% | +99.9% |
| 1Y | +79.7% | +0.5% | +79.2% | +75.3% |
| All | +79.7% | +3.0% | +76.7% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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