+54.7%
OVV vs CAKE
+155.4%
-100.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -1.1% |
| 7D | -1.7% | -4.5% | +2.9% | +0.1% |
| 30D | +0.8% | -12.4% | +13.2% | +5.6% |
| 3M | +13.3% | +37.3% | -24.1% | -0.9% |
| 6M | +16.9% | +70.7% | -53.8% | -7.4% |
| YTD | +64.3% | +106.0% | -41.7% | +19.7% |
| 1Y | +54.2% | +79.7% | -25.5% | +17.9% |
| 3Y | +51.3% | +267.8% | -216.4% | -17.9% |
| 5Y | +154.3% | +159.9% | -5.6% | +49.1% |
| All | +54.7% | +155.4% | -100.7% | -13.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling