+3,885.8%
CAKE vs WWD
+15,025.1%
-11,139.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.2% |
| 7D | -4.6% | +0.6% | -5.2% | -4.8% |
| 30D | -6.6% | -5.1% | -1.5% | -4.8% |
| 3M | +52.9% | -11.2% | +64.2% | +58.2% |
| 6M | +65.7% | -12.0% | +77.8% | +70.9% |
| YTD | +107.8% | +12.0% | +95.8% | +94.5% |
| 1Y | +78.5% | +42.8% | +35.7% | +50.9% |
| 3Y | +266.4% | +168.9% | +97.4% | +137.7% |
| 5Y | +159.6% | +192.2% | -32.6% | +61.4% |
| 10Y | +156.6% | +495.3% | -338.7% | +23.9% |
| All | +3,885.8% | +15,025.1% | -11,139.3% | +768.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 all: compounded portfolio wealth divided by compounded WWD 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…
all analysis · Full analysis span regression · 6 months rolling