+267.8%
CAKE vs WING
-25.6%
+293.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.0% | -4.4% | +0.2% |
| 7D | -4.5% | +7.2% | -11.8% | -6.1% |
| 30D | -12.4% | +4.8% | -17.2% | -13.6% |
| 3M | +37.3% | -23.7% | +61.0% | +44.6% |
| 6M | +70.7% | -43.6% | +114.3% | +91.8% |
| YTD | +106.0% | -50.6% | +156.6% | +137.0% |
| 1Y | +79.7% | -57.0% | +136.7% | +111.9% |
| 3Y | +267.8% | -28.3% | +296.0% | +208.3% |
| All | +267.8% | -25.6% | +293.3% | +208.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling