+135.0%
WFC vs CAKE
+261.6%
-126.7%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.6% |
| 7D | +0.4% | -4.5% | +4.9% | +1.5% |
| 30D | +1.5% | -12.4% | +14.0% | +4.7% |
| 3M | +10.2% | +37.3% | -27.1% | +0.5% |
| 6M | +18.8% | +70.7% | -51.9% | +1.2% |
| YTD | -1.5% | +106.0% | -107.5% | -21.0% |
| 1Y | +13.5% | +79.7% | -66.1% | -5.3% |
| 3Y | +135.0% | +267.8% | -132.8% | +56.2% |
| All | +135.0% | +261.6% | -126.7% | +56.2% |
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 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