+2,490.2%
NVDL vs CAKE
+219.2%
+2,270.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.7% |
| 7D | -10.3% | -4.5% | -5.8% | -8.9% |
| 30D | -7.1% | -12.4% | +5.3% | -3.5% |
| 3M | +6.6% | +37.3% | -30.8% | -8.0% |
| 6M | +21.1% | +70.7% | -49.7% | -6.0% |
| YTD | +15.2% | +106.0% | -90.8% | -18.3% |
| 1Y | +18.8% | +79.7% | -60.9% | -10.8% |
| 3Y | +649.9% | +267.8% | +382.1% | +326.3% |
| All | +2,490.2% | +219.2% | +2,270.9% | +1,221.3% |
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