+5,181.5%
WMB vs CAKE
+4,018.7%
+1,162.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.2% | +0.1% |
| 7D | +0.6% | -4.0% | +4.6% | +1.5% |
| 30D | +3.3% | +2.4% | +0.8% | +2.5% |
| 3M | +3.1% | +69.0% | -65.8% | -8.9% |
| 6M | -0.7% | +69.3% | -70.0% | -12.8% |
| YTD | +25.2% | +115.8% | -90.6% | +3.6% |
| 1Y | +32.9% | +79.3% | -46.5% | +14.2% |
| 3Y | +140.6% | +262.0% | -121.5% | +71.9% |
| 5Y | +273.5% | +165.7% | +107.8% | +174.1% |
| 10Y | +334.2% | +158.9% | +175.3% | +184.1% |
| All | +5,181.5% | +4,018.7% | +1,162.8% | +1,939.0% |
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