+17.8%
DOV vs CAKE
+157.8%
-140.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.5% |
| 7D | -2.0% | -4.5% | +2.6% | -0.9% |
| 30D | -8.9% | -12.4% | +3.5% | -6.0% |
| 3M | -13.3% | +37.3% | -50.6% | -20.6% |
| 6M | -9.7% | +70.7% | -80.4% | -22.2% |
| YTD | -2.5% | +106.0% | -108.4% | -20.3% |
| 1Y | +7.2% | +79.7% | -72.4% | -9.6% |
| 3Y | +39.4% | +267.8% | -228.4% | -2.8% |
| All | +17.8% | +157.8% | -140.0% | -16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling