+2,714.2%
WEC vs CAKE
+3,866.7%
-1,152.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.5% | -0.5% |
| 7D | +0.4% | -4.6% | +5.0% | +0.8% |
| 30D | +0.9% | -6.6% | +7.5% | +1.5% |
| 3M | -5.3% | +52.9% | -58.2% | -9.5% |
| 6M | -6.6% | +65.7% | -72.3% | -11.6% |
| YTD | +3.3% | +107.8% | -104.5% | -4.6% |
| 1Y | +2.1% | +78.5% | -76.4% | -4.4% |
| 3Y | +39.6% | +266.4% | -226.8% | +20.1% |
| 5Y | +31.2% | +159.6% | -128.5% | +14.6% |
| 10Y | +148.4% | +156.6% | -8.2% | +102.7% |
| All | +2,714.2% | +3,866.7% | -1,152.5% | +1,691.2% |
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 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