-52.9%
NVO vs CAKE
+261.6%
-314.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.7% | -2.3% |
| 7D | -7.6% | -4.5% | -3.0% | -7.1% |
| 30D | -6.0% | -12.4% | +6.5% | -4.7% |
| 3M | -0.8% | +37.3% | -38.1% | -4.5% |
| 6M | +16.5% | +70.7% | -54.3% | +9.2% |
| YTD | -11.1% | +106.0% | -117.1% | -19.3% |
| 1Y | -16.7% | +79.7% | -96.4% | -23.2% |
| 3Y | -52.9% | +267.8% | -320.7% | -58.5% |
| All | -52.9% | +261.6% | -314.5% | -58.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling