+417.4%
WDC vs CAKE
+76.8%
+340.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.4% | +5.5% | +5.8% |
| 7D | +1.7% | -4.0% | +5.7% | +2.2% |
| 30D | -10.0% | +2.4% | -12.4% | -10.5% |
| 3M | -18.8% | +69.0% | -87.7% | -28.7% |
| 6M | +79.0% | +69.3% | +9.8% | +55.0% |
| YTD | +171.6% | +115.8% | +55.8% | +134.7% |
| 1Y | +417.4% | +79.3% | +338.0% | +354.4% |
| All | +417.4% | +76.8% | +340.6% | +354.4% |
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 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