+151.5%
CAKE vs WU
-39.1%
+190.6%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.2% |
| 7D | -4.5% | -3.5% | -1.1% | -2.7% |
| 30D | -12.4% | -2.9% | -9.5% | -11.2% |
| 3M | +37.3% | -2.3% | +39.6% | +35.0% |
| 6M | +70.7% | -25.4% | +96.1% | +95.3% |
| YTD | +106.0% | -21.2% | +127.2% | +127.1% |
| 1Y | +79.7% | -8.9% | +88.5% | +79.1% |
| 3Y | +267.8% | -29.0% | +296.7% | +312.9% |
| 5Y | +159.9% | -50.7% | +210.6% | +263.5% |
| All | +151.5% | -39.1% | +190.6% | +230.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling