+57.5%
CVE vs CAKE
+132.7%
-75.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.2% |
| 7D | -10.0% | -1.0% | -9.0% | -10.0% |
| 30D | -11.9% | +0.6% | -12.4% | -11.7% |
| 3M | -5.9% | -1.6% | -4.3% | -5.7% |
| 6M | -1.6% | +78.3% | -79.9% | +5.6% |
| YTD | +66.3% | +118.8% | -52.5% | +77.7% |
| 1Y | +57.5% | +140.3% | -82.8% | +68.9% |
| All | +57.5% | +132.7% | -75.2% | +68.9% |
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