+100.1%
OVV vs CAKE
+179.4%
-79.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.9% |
| 7D | +1.2% | -4.7% | +5.9% | +2.2% |
| 30D | -2.5% | +0.9% | -3.4% | -3.0% |
| 3M | +0.5% | -2.7% | +3.2% | +0.5% |
| 6M | +8.5% | +81.2% | -72.7% | -6.5% |
| YTD | +64.5% | +120.6% | -56.1% | +33.6% |
| 1Y | +64.7% | +142.7% | -78.0% | +30.1% |
| 3Y | +54.1% | +283.3% | -229.2% | +6.3% |
| All | +100.1% | +179.4% | -79.3% | +48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling