+295.2%
WBD vs CAKE
+300.9%
-5.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -1.1% |
| 7D | -0.7% | -4.5% | +3.8% | +0.9% |
| 30D | +1.4% | -12.4% | +13.8% | +6.0% |
| 3M | +4.4% | +37.3% | -32.9% | -8.1% |
| 6M | +0.8% | +70.7% | -69.9% | -18.7% |
| YTD | -2.7% | +106.0% | -108.7% | -27.4% |
| 1Y | +73.4% | +79.7% | -6.2% | +35.3% |
| 3Y | +142.1% | +267.8% | -125.6% | +43.8% |
| 5Y | +7.2% | +159.9% | -152.7% | -29.6% |
| 10Y | +14.2% | +154.3% | -140.1% | -35.0% |
| All | +295.2% | +300.9% | -5.7% | +36.7% |
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