+34,437.8%
WDC vs CAKE
+3,866.7%
+30,571.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +2.1% |
| 7D | +7.5% | -4.6% | +12.0% | +9.0% |
| 30D | +10.1% | -6.6% | +16.6% | +12.0% |
| 3M | -6.8% | +52.9% | -59.7% | -19.6% |
| 6M | +84.1% | +65.7% | +18.4% | +54.4% |
| YTD | +180.3% | +107.8% | +72.4% | +119.7% |
| 1Y | +411.1% | +78.5% | +332.6% | +316.4% |
| 3Y | +1,375.0% | +266.4% | +1,108.6% | +842.9% |
| 5Y | +991.6% | +159.6% | +831.9% | +653.2% |
| 10Y | +1,309.1% | +156.6% | +1,152.5% | +762.8% |
| All | +34,437.8% | +3,866.7% | +30,571.1% | +10,999.9% |
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