+72.0%
OVV vs CAKE
+147.7%
-75.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +4.7% | -10.3% | -5.3% |
| 7D | -12.1% | +9.1% | -21.2% | -11.6% |
| 30D | +2.9% | +5.8% | -3.0% | +3.2% |
| 3M | +3.7% | +9.3% | -5.6% | +4.4% |
| 6M | +0.6% | +96.1% | -95.5% | +6.9% |
| YTD | +62.5% | +131.4% | -69.0% | +72.0% |
| 1Y | +72.0% | +146.1% | -74.1% | +80.8% |
| All | +72.0% | +147.7% | -75.7% | +80.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling