+53.0%
OVV vs CAKE
+264.8%
-211.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.4% | +3.8% | +1.0% |
| 7D | -3.8% | -4.6% | +0.8% | -3.0% |
| 30D | +1.3% | -6.6% | +7.8% | +2.3% |
| 3M | +14.3% | +52.9% | -38.6% | +5.0% |
| 6M | +21.1% | +65.7% | -44.6% | +9.0% |
| YTD | +66.0% | +107.8% | -41.8% | +40.3% |
| 1Y | +59.3% | +78.5% | -19.2% | +40.0% |
| All | +53.0% | +264.8% | -211.9% | +14.3% |
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