+1,570.6%
CAKE vs WCC
+1,734.6%
-164.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -3.0% |
| 7D | -4.6% | +6.8% | -11.4% | -6.4% |
| 30D | -6.6% | -3.0% | -3.6% | -5.9% |
| 3M | +52.9% | +0.2% | +52.7% | +50.9% |
| 6M | +65.7% | +33.2% | +32.6% | +49.2% |
| YTD | +107.8% | +45.8% | +62.0% | +81.7% |
| 1Y | +78.5% | +68.4% | +10.1% | +48.2% |
| 3Y | +266.4% | +131.1% | +135.3% | +166.0% |
| 5Y | +159.6% | +225.6% | -66.0% | +65.1% |
| 10Y | +156.6% | +534.2% | -377.6% | +24.8% |
| All | +1,570.6% | +1,734.6% | -164.0% | +405.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling