+1,285.8%
WDC vs CAKE
+261.6%
+1,024.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -3.4% |
| 7D | -4.3% | -4.5% | +0.2% | -3.0% |
| 30D | -1.5% | -12.4% | +10.9% | +2.1% |
| 3M | -15.5% | +37.3% | -52.8% | -25.2% |
| 6M | +66.5% | +70.7% | -4.3% | +35.0% |
| YTD | +159.9% | +106.0% | +53.9% | +98.7% |
| 1Y | +366.0% | +79.7% | +286.3% | +271.3% |
| 3Y | +1,285.8% | +267.8% | +1,018.0% | +778.3% |
| All | +1,285.8% | +261.6% | +1,024.2% | +778.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling