+10,438.4%
WELL vs CAKE
+4,004.5%
+6,433.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.5% |
| 7D | -1.3% | -1.1% | -0.3% | -1.1% |
| 30D | +0.5% | +0.4% | +0.1% | +0.2% |
| 3M | +19.1% | +59.9% | -40.8% | +7.6% |
| 6M | +17.0% | +75.1% | -58.1% | +3.3% |
| YTD | +29.2% | +115.0% | -85.8% | +9.0% |
| 1Y | +42.1% | +81.6% | -39.5% | +23.7% |
| 3Y | +204.5% | +279.1% | -74.6% | +121.1% |
| 5Y | +211.0% | +170.6% | +40.3% | +133.7% |
| 10Y | +337.6% | +160.3% | +177.3% | +203.1% |
| All | +10,438.4% | +4,004.5% | +6,433.9% | +4,976.5% |
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