+98.8%
CVE vs CAKE
+76.8%
+22.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.3% |
| 7D | +2.5% | -4.0% | +6.5% | +2.3% |
| 30D | +16.7% | +2.4% | +14.3% | +16.8% |
| 3M | +9.3% | +69.0% | -59.7% | +14.9% |
| 6M | +43.6% | +69.3% | -25.7% | +52.5% |
| YTD | +93.6% | +115.8% | -22.2% | +105.7% |
| 1Y | +98.8% | +79.3% | +19.4% | +107.2% |
| All | +98.8% | +76.8% | +22.0% | +107.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling