+159.8%
CVE vs CAKE
+157.8%
+2.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.9% | +2.6% |
| 7D | +0.2% | -1.1% | +1.2% | +0.5% |
| 30D | +17.5% | +0.4% | +17.1% | +17.0% |
| 3M | +16.2% | +59.9% | -43.7% | +0.6% |
| 6M | +47.8% | +75.1% | -27.3% | +23.3% |
| YTD | +98.5% | +115.0% | -16.5% | +54.9% |
| 1Y | +109.8% | +81.6% | +28.2% | +71.3% |
| 3Y | +75.5% | +279.1% | -203.6% | +9.6% |
| 5Y | +341.6% | +170.6% | +170.9% | +189.5% |
| 10Y | +159.8% | +160.3% | -0.5% | +45.4% |
| All | +159.8% | +157.8% | +2.0% | +45.4% |
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