+62.6%
CVE vs CAKE
+665.9%
-603.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.9% | -3.4% | -0.7% |
| 7D | -10.1% | -1.8% | -8.3% | -9.8% |
| 30D | -12.1% | +2.3% | -14.4% | -13.1% |
| 3M | -1.9% | +3.9% | -5.8% | -4.1% |
| 6M | -1.8% | +81.4% | -83.2% | -20.0% |
| YTD | +65.8% | +122.5% | -56.8% | +25.1% |
| 1Y | +60.8% | +138.1% | -77.3% | +18.4% |
| 3Y | +70.1% | +288.0% | -217.9% | +2.4% |
| 5Y | +134.8% | +174.9% | -40.1% | +49.2% |
| 10Y | +130.1% | +144.3% | -14.2% | +31.5% |
| All | +62.6% | +665.9% | -603.3% | -41.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling