+73.2%
CVE vs CAKE
+282.2%
-209.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.1% | +0.4% |
| 7D | +5.9% | +2.5% | +3.5% | +5.6% |
| 30D | -10.9% | -3.1% | -7.8% | -10.7% |
| 3M | -4.5% | -2.2% | -2.3% | -4.5% |
| 6M | -1.0% | +94.1% | -95.0% | -10.0% |
| YTD | +74.7% | +119.4% | -44.7% | +53.6% |
| 1Y | +65.8% | +141.4% | -75.6% | +42.7% |
| 3Y | +73.2% | +273.6% | -200.4% | +34.3% |
| All | +73.2% | +282.2% | -209.0% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling