+146.1%
CAKE vs WST
+47.3%
+98.8%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.4% | +4.3% | +4.6% |
| 7D | +9.1% | +1.3% | +7.9% | +8.9% |
| 30D | +5.8% | +8.5% | -2.7% | +4.3% |
| 3M | +9.3% | +17.2% | -7.9% | +6.2% |
| 6M | +96.1% | +36.3% | +59.8% | +84.7% |
| YTD | +131.4% | +48.9% | +82.5% | +116.5% |
| 1Y | +146.1% | +42.9% | +103.2% | +134.7% |
| All | +146.1% | +47.3% | +98.8% | +134.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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