+16,299.1%
NVO vs CAKE
+3,831.8%
+12,467.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.7% | -2.3% |
| 7D | -7.6% | -4.5% | -3.0% | -7.2% |
| 30D | -6.0% | -12.4% | +6.5% | -5.0% |
| 3M | -0.8% | +37.3% | -38.1% | -3.4% |
| 6M | +16.5% | +70.7% | -54.3% | +11.3% |
| YTD | -11.1% | +106.0% | -117.1% | -16.4% |
| 1Y | -16.7% | +79.7% | -96.4% | -20.9% |
| 3Y | -52.9% | +267.8% | -320.7% | -58.0% |
| 5Y | -3.0% | +159.9% | -162.9% | -12.4% |
| 10Y | +147.1% | +154.3% | -7.3% | +111.5% |
| All | +16,299.1% | +3,831.8% | +12,467.3% | +12,272.9% |
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