+292.2%
WAB vs CAKE
+155.4%
+136.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.5% | +0.6% |
| 7D | +0.1% | -4.5% | +4.7% | +1.5% |
| 30D | -4.1% | -12.4% | +8.4% | -0.5% |
| 3M | +8.2% | +37.3% | -29.2% | -2.5% |
| 6M | +15.4% | +70.7% | -55.3% | -3.0% |
| YTD | +33.1% | +106.0% | -72.8% | +5.4% |
| 1Y | +48.1% | +79.7% | -31.6% | +21.6% |
| 3Y | +167.7% | +267.8% | -100.0% | +72.6% |
| 5Y | +225.7% | +159.9% | +65.8% | +122.8% |
| All | +292.2% | +155.4% | +136.8% | +116.7% |
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