+57.7%
CVE vs CAKE
+266.8%
-209.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | -0.2% |
| 7D | -16.1% | -5.2% | -10.9% | -15.7% |
| 30D | -10.4% | -0.2% | -10.2% | -10.5% |
| 3M | -2.4% | -0.2% | -2.1% | -2.7% |
| 6M | -4.4% | +77.5% | -81.9% | -12.1% |
| YTD | +64.9% | +114.1% | -49.2% | +45.2% |
| 1Y | +66.0% | +131.6% | -65.6% | +43.6% |
| 3Y | +57.7% | +271.4% | -213.7% | +19.9% |
| All | +57.7% | +266.8% | -209.1% | +19.9% |
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 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