+152.2%
CAKE vs WU
-51.3%
+203.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.3% |
| 7D | -4.5% | -3.5% | -1.1% | -3.2% |
| 30D | -12.4% | -2.9% | -9.5% | -11.6% |
| 3M | +37.3% | -2.3% | +39.6% | +35.7% |
| 6M | +70.7% | -25.4% | +96.1% | +89.2% |
| YTD | +106.0% | -21.2% | +127.2% | +122.0% |
| 1Y | +79.7% | -8.9% | +88.5% | +79.7% |
| 3Y | +267.8% | -29.0% | +296.7% | +303.5% |
| All | +152.2% | -51.3% | +203.5% | +221.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling