+146.1%
CAKE vs WING
-23.2%
+169.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.7% | +0.9% | +3.8% |
| 7D | +9.1% | +21.0% | -11.8% | +4.1% |
| 30D | +5.8% | +56.9% | -51.1% | -5.9% |
| 3M | +9.3% | +38.4% | -29.0% | 0.0% |
| 6M | +96.1% | +12.0% | +84.1% | +87.3% |
| YTD | +131.4% | -29.2% | +160.7% | +150.1% |
| 1Y | +146.1% | -28.8% | +174.9% | +163.9% |
| All | +146.1% | -23.2% | +169.3% | +163.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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