+142.0%
WEC vs CAKE
+155.4%
-13.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.2% |
| 7D | -0.6% | -4.5% | +4.0% | -0.1% |
| 30D | -2.6% | -12.4% | +9.8% | -1.3% |
| 3M | -6.0% | +37.3% | -43.4% | -9.5% |
| 6M | -5.4% | +70.7% | -76.1% | -11.3% |
| YTD | +2.5% | +106.0% | -103.5% | -6.2% |
| 1Y | -0.7% | +79.7% | -80.4% | -7.8% |
| 3Y | +38.7% | +267.8% | -229.0% | +16.3% |
| 5Y | +31.7% | +159.9% | -128.2% | +12.8% |
| All | +142.0% | +155.4% | -13.4% | +69.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling