+79.7%
CAKE vs WCC
+66.6%
+13.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.7% | -2.2% | +1.2% |
| 7D | -4.5% | +1.5% | -6.1% | -4.7% |
| 30D | -12.4% | -2.1% | -10.3% | -12.3% |
| 3M | +37.3% | +3.8% | +33.5% | +37.0% |
| 6M | +70.7% | +35.0% | +35.7% | +61.2% |
| YTD | +106.0% | +46.4% | +59.6% | +94.3% |
| 1Y | +79.7% | +63.0% | +16.7% | +69.5% |
| All | +79.7% | +66.6% | +13.1% | +69.5% |
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