+3,595.2%
CAKE vs WY
+422.4%
+3,172.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.3% | -1.1% |
| 7D | -5.6% | -3.7% | -1.9% | -3.9% |
| 30D | -10.5% | -11.3% | +0.8% | -5.4% |
| 3M | +43.6% | -8.1% | +51.8% | +48.7% |
| 6M | +63.0% | -7.4% | +70.5% | +67.6% |
| YTD | +102.9% | -4.7% | +107.6% | +105.0% |
| 1Y | +75.6% | -9.2% | +84.8% | +81.4% |
| 3Y | +257.7% | -24.7% | +282.4% | +298.2% |
| 5Y | +156.0% | -21.6% | +177.6% | +179.2% |
| 10Y | +150.5% | +6.7% | +143.9% | +134.3% |
| All | +3,595.2% | +422.4% | +3,172.9% | +1,702.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling