+53.1%
OVV vs CAKE
+74.6%
-21.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.6% |
| 7D | -2.9% | -5.6% | +2.7% | -3.0% |
| 30D | +0.9% | -10.5% | +11.4% | +0.8% |
| 3M | +11.0% | +43.6% | -32.6% | +13.4% |
| 6M | +22.3% | +63.0% | -40.8% | +27.0% |
| YTD | +65.1% | +102.9% | -37.8% | +68.6% |
| 1Y | +53.1% | +75.6% | -22.5% | +49.4% |
| All | +53.1% | +74.6% | -21.5% | +49.4% |
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