+3,424.8%
WM vs CAKE
+4,018.7%
-593.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | -0.3% | -4.0% | +3.7% | +0.2% |
| 30D | -2.4% | +2.4% | -4.8% | -2.8% |
| 3M | +0.4% | +69.0% | -68.5% | -6.5% |
| 6M | -9.5% | +69.3% | -78.8% | -15.9% |
| YTD | +0.5% | +115.8% | -115.3% | -9.7% |
| 1Y | -1.1% | +79.3% | -80.4% | -9.2% |
| 3Y | +46.0% | +262.0% | -216.0% | +20.2% |
| 5Y | +51.8% | +165.7% | -113.8% | +26.8% |
| 10Y | +307.5% | +158.9% | +148.6% | +214.8% |
| All | +3,424.8% | +4,018.7% | -593.8% | +1,811.9% |
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