+113.2%
WDC vs CAKE
+147.7%
-34.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.7% | -11.5% | -7.5% |
| 7D | -18.3% | +9.1% | -27.4% | -19.7% |
| 30D | -26.7% | +5.8% | -32.5% | -27.4% |
| 3M | -40.9% | +9.3% | -50.3% | -42.4% |
| 6M | -26.8% | +96.1% | -122.9% | -44.1% |
| YTD | +88.2% | +131.4% | -43.3% | +37.6% |
| 1Y | +113.2% | +146.1% | -32.9% | +58.2% |
| All | +113.2% | +147.7% | -34.5% | +58.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling