+151.5%
CAKE vs WY
+7.6%
+143.9%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.3% |
| 7D | -4.5% | -4.2% | -0.4% | -1.8% |
| 30D | -12.4% | -10.1% | -2.4% | -6.3% |
| 3M | +37.3% | -8.5% | +45.8% | +44.2% |
| 6M | +70.7% | -3.3% | +74.1% | +71.9% |
| YTD | +106.0% | -4.4% | +110.4% | +107.6% |
| 1Y | +79.7% | -11.5% | +91.1% | +90.4% |
| 3Y | +267.8% | -24.3% | +292.1% | +321.2% |
| 5Y | +159.9% | -21.3% | +181.2% | +185.4% |
| All | +151.5% | +7.6% | +143.9% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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