+109.8%
CVE vs CAKE
+79.7%
+30.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.9% | +2.5% |
| 7D | +0.2% | -1.1% | +1.2% | +0.1% |
| 30D | +17.5% | +0.4% | +17.1% | +17.5% |
| 3M | +16.2% | +59.9% | -43.7% | +21.6% |
| 6M | +47.8% | +75.1% | -27.3% | +57.1% |
| YTD | +98.5% | +115.0% | -16.5% | +111.5% |
| 1Y | +109.8% | +81.6% | +28.2% | +118.2% |
| All | +109.8% | +79.7% | +30.1% | +118.2% |
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