+4,608.2%
DOV vs CAKE
+3,866.7%
+741.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -0.9% |
| 7D | +1.3% | -4.6% | +5.9% | +2.4% |
| 30D | -8.6% | -6.6% | -2.1% | -7.4% |
| 3M | -13.1% | +52.9% | -66.1% | -21.7% |
| 6M | -8.8% | +65.7% | -74.6% | -19.6% |
| YTD | -1.2% | +107.8% | -109.0% | -17.5% |
| 1Y | +10.7% | +78.5% | -67.8% | -4.5% |
| 3Y | +39.3% | +266.4% | -227.1% | +0.5% |
| 5Y | +16.4% | +159.6% | -143.2% | -12.3% |
| 10Y | +302.5% | +156.6% | +145.9% | +172.0% |
| All | +4,608.2% | +3,866.7% | +741.5% | +2,023.1% |
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