+293.7%
CDW vs CAKE
+155.4%
+138.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +1.5% | +6.3% | +7.4% |
| 7D | +0.9% | -4.5% | +5.5% | +2.2% |
| 30D | +13.1% | -12.4% | +25.5% | +16.9% |
| 3M | +19.7% | +37.3% | -17.7% | +9.0% |
| 6M | +30.7% | +70.7% | -40.0% | +11.5% |
| YTD | +14.7% | +106.0% | -91.3% | -7.4% |
| 1Y | -5.3% | +79.7% | -85.0% | -20.9% |
| 3Y | -23.8% | +267.8% | -291.6% | -49.2% |
| 5Y | -16.8% | +159.9% | -176.7% | -41.3% |
| All | +293.7% | +155.4% | +138.3% | +128.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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