+222.3%
WAB vs CAKE
+157.8%
+64.5%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.5% | +0.7% |
| 7D | +0.1% | -4.5% | +4.7% | +1.3% |
| 30D | -4.1% | -12.4% | +8.4% | -0.9% |
| 3M | +8.2% | +37.3% | -29.2% | -1.4% |
| 6M | +15.4% | +70.7% | -55.3% | -1.5% |
| YTD | +33.1% | +106.0% | -72.8% | +7.5% |
| 1Y | +48.1% | +79.7% | -31.6% | +23.7% |
| 3Y | +167.7% | +267.8% | -100.0% | +79.6% |
| All | +222.3% | +157.8% | +64.5% | +126.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling