+405.5%
CAKE vs IOVA
-91.7%
+497.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.3% |
| 7D | -1.1% | +5.1% | -6.1% | -1.2% |
| 30D | +0.4% | +37.2% | -36.8% | -0.2% |
| 3M | +59.9% | +117.5% | -57.6% | +57.2% |
| 6M | +75.1% | +69.6% | +5.5% | +72.6% |
| YTD | +115.0% | +218.7% | -103.7% | +109.1% |
| 1Y | +81.6% | +265.5% | -183.9% | +75.9% |
| 3Y | +279.1% | +46.2% | +232.9% | +267.9% |
| 5Y | +170.6% | -63.2% | +233.9% | +165.0% |
| 10Y | +160.3% | +6.1% | +154.2% | +154.5% |
| All | +405.5% | -91.7% | +497.2% | +409.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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