+3,737.7%
WM vs CAKE
+4,076.7%
-338.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.5% |
| 7D | +1.2% | -1.0% | +2.2% | +1.3% |
| 30D | +13.7% | +0.6% | +13.1% | +13.5% |
| 3M | +5.2% | -1.6% | +6.8% | +5.2% |
| 6M | +11.2% | +78.3% | -67.1% | +2.6% |
| YTD | +9.4% | +118.8% | -109.4% | -2.1% |
| 1Y | +20.4% | +140.3% | -119.9% | +6.4% |
| 3Y | +44.7% | +280.3% | -235.6% | +18.3% |
| 5Y | +58.5% | +171.9% | -113.4% | +32.1% |
| 10Y | +326.4% | +135.1% | +191.3% | +233.6% |
| All | +3,737.7% | +4,076.7% | -338.9% | +1,974.8% |
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