+298.4%
WMB vs CAKE
+155.4%
+143.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.8% | +0.5% |
| 7D | -1.0% | -4.5% | +3.5% | -0.2% |
| 30D | -0.4% | -12.4% | +12.0% | +1.9% |
| 3M | +3.2% | +37.3% | -34.1% | -3.1% |
| 6M | +0.1% | +70.7% | -70.6% | -10.1% |
| YTD | +23.9% | +106.0% | -82.1% | +6.9% |
| 1Y | +27.6% | +79.7% | -52.0% | +12.8% |
| 3Y | +141.9% | +267.8% | -125.9% | +82.1% |
| 5Y | +273.8% | +159.9% | +113.9% | +191.0% |
| All | +298.4% | +155.4% | +143.0% | +173.1% |
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