+146.1%
CAKE vs WSM
+44.0%
+102.1%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.5% | -1.8% | +1.7% |
| 7D | +9.1% | +8.0% | +1.1% | +5.3% |
| 30D | +5.8% | +13.5% | -7.7% | -0.1% |
| 3M | +9.3% | +8.8% | +0.5% | +4.8% |
| 6M | +96.1% | +54.7% | +41.4% | +58.0% |
| YTD | +131.4% | +53.3% | +78.2% | +79.3% |
| 1Y | +146.1% | +41.1% | +105.0% | +102.4% |
| All | +146.1% | +44.0% | +102.1% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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