+118.6%
DVN vs CAKE
+157.8%
-39.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.1% |
| 7D | +4.5% | -4.5% | +9.1% | +5.4% |
| 30D | +12.0% | -12.4% | +24.4% | +14.7% |
| 3M | +13.4% | +37.3% | -23.9% | +5.8% |
| 6M | +12.1% | +70.7% | -58.6% | -0.6% |
| YTD | +38.8% | +106.0% | -67.2% | +17.4% |
| 1Y | +46.0% | +79.7% | -33.6% | +27.1% |
| 3Y | +9.5% | +267.8% | -258.3% | -20.4% |
| All | +118.6% | +157.8% | -39.2% | +70.5% |
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