+79.3%
CAKE vs WCC
+61.8%
+17.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.9% | -3.5% | +0.1% |
| 7D | -4.0% | +4.5% | -8.5% | -4.4% |
| 30D | +2.4% | -5.8% | +8.2% | +2.9% |
| 3M | +69.0% | -3.7% | +72.6% | +70.1% |
| 6M | +69.3% | +23.1% | +46.2% | +61.9% |
| YTD | +115.8% | +44.2% | +71.6% | +103.6% |
| 1Y | +79.3% | +62.1% | +17.3% | +69.0% |
| All | +79.3% | +61.8% | +17.6% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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