+4,705.7%
WFC vs CAKE
+3,866.7%
+839.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.4% | +5.3% | +3.0% |
| 7D | +0.4% | -4.6% | +5.0% | +1.8% |
| 30D | +2.5% | -6.6% | +9.0% | +4.3% |
| 3M | +10.0% | +52.9% | -42.9% | -4.4% |
| 6M | +15.1% | +65.7% | -50.7% | -2.9% |
| YTD | -2.2% | +107.8% | -110.0% | -23.3% |
| 1Y | +13.5% | +78.5% | -65.0% | -7.2% |
| 3Y | +135.2% | +266.4% | -131.2% | +50.6% |
| 5Y | +128.3% | +159.6% | -31.3% | +55.1% |
| 10Y | +142.4% | +156.6% | -14.2% | +46.3% |
| All | +4,705.7% | +3,866.7% | +839.0% | +1,511.3% |
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