+56.0%
OVV vs CAKE
+131.7%
-75.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -2.0% | -0.3% |
| 7D | +8.0% | +2.5% | +5.6% | +6.9% |
| 30D | -2.0% | -3.1% | +1.0% | -1.5% |
| 3M | +5.4% | -2.2% | +7.6% | +4.9% |
| 6M | +14.3% | +94.1% | -79.8% | -14.1% |
| YTD | +69.4% | +119.4% | -50.0% | +19.2% |
| 1Y | +72.4% | +141.4% | -69.0% | +16.2% |
| 3Y | +58.4% | +273.6% | -215.2% | -15.2% |
| 5Y | +106.1% | +177.7% | -71.6% | +17.2% |
| All | +56.0% | +131.7% | -75.7% | -11.8% |
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