+5,773.0%
WPM vs CAKE
+286.8%
+5,486.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.4% | -1.3% | -3.4% |
| 7D | -3.6% | -5.6% | +2.0% | -3.0% |
| 30D | +12.5% | -10.5% | +23.0% | +13.8% |
| 3M | +40.6% | +43.6% | -3.0% | +34.5% |
| 6M | +0.5% | +63.0% | -62.5% | -5.4% |
| YTD | +29.0% | +102.9% | -73.9% | +18.3% |
| 1Y | +43.8% | +75.6% | -31.8% | +33.8% |
| 3Y | +266.3% | +257.7% | +8.6% | +209.6% |
| 5Y | +255.1% | +156.0% | +99.1% | +205.0% |
| 10Y | +526.8% | +150.5% | +376.3% | +392.5% |
| All | +5,773.0% | +286.8% | +5,486.2% | +3,005.6% |
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