+53.7%
OVV vs CAKE
+284.2%
-230.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.9% |
| 7D | +1.2% | -4.7% | +5.9% | +2.0% |
| 30D | -2.5% | +0.9% | -3.4% | -2.9% |
| 3M | +0.5% | -2.7% | +3.2% | +0.6% |
| 6M | +8.5% | +81.2% | -72.7% | -4.3% |
| YTD | +64.5% | +120.6% | -56.1% | +36.6% |
| 1Y | +64.7% | +142.7% | -78.0% | +32.8% |
| All | +53.7% | +284.2% | -230.4% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling