+254.9%
CAKE vs NVDX
+772.1%
-517.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | -4.5% | -10.2% | +5.7% | -4.0% |
| 30D | -12.4% | -7.3% | -5.1% | -12.2% |
| 3M | +37.3% | +5.5% | +31.8% | +36.2% |
| 6M | +70.7% | +18.3% | +52.4% | +66.7% |
| YTD | +106.0% | +11.4% | +94.5% | +101.4% |
| 1Y | +79.7% | +12.7% | +67.0% | +74.1% |
| All | +254.9% | +772.1% | -517.3% | +191.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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