+10,555.5%
WAT vs CAKE
+3,027.2%
+7,528.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.5% |
| 7D | -0.7% | -1.1% | +0.3% | -0.5% |
| 30D | -1.0% | +0.4% | -1.4% | -1.2% |
| 3M | +10.9% | +59.9% | -49.0% | 0.0% |
| 6M | +33.2% | +75.1% | -41.9% | +17.7% |
| YTD | +6.1% | +115.0% | -109.0% | -10.3% |
| 1Y | +30.2% | +81.6% | -51.4% | +13.8% |
| 3Y | +52.9% | +279.1% | -226.2% | +13.5% |
| 5Y | -5.1% | +170.6% | -175.8% | -27.1% |
| 10Y | +152.6% | +160.3% | -7.7% | +74.4% |
| All | +10,555.5% | +3,027.2% | +7,528.2% | +4,304.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling