+11.4%
WBD vs CAKE
+155.4%
-144.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -1.1% |
| 7D | -0.7% | -4.5% | +3.8% | +1.0% |
| 30D | +1.4% | -12.4% | +13.8% | +6.3% |
| 3M | +4.4% | +37.3% | -32.9% | -8.8% |
| 6M | +0.8% | +70.7% | -69.9% | -19.9% |
| YTD | -2.7% | +106.0% | -108.7% | -28.9% |
| 1Y | +73.4% | +79.7% | -6.2% | +33.0% |
| 3Y | +142.1% | +267.8% | -125.6% | +38.1% |
| 5Y | +7.2% | +159.9% | -152.7% | -32.4% |
| All | +11.4% | +155.4% | -144.1% | -39.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling