+171.6%
OVV vs CAKE
+479.5%
-307.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.9% |
| 7D | +0.3% | -4.0% | +4.3% | +1.6% |
| 30D | +11.7% | +2.4% | +9.3% | +10.5% |
| 3M | +9.8% | +69.0% | -59.2% | -8.8% |
| 6M | +26.6% | +69.3% | -42.7% | +4.0% |
| YTD | +67.0% | +115.8% | -48.7% | +25.8% |
| 1Y | +55.9% | +79.3% | -23.4% | +24.3% |
| 3Y | +45.5% | +262.0% | -216.5% | -11.8% |
| 5Y | +157.3% | +165.7% | -8.3% | +64.4% |
| 10Y | +65.0% | +158.9% | -93.9% | -0.8% |
| All | +171.6% | +479.5% | -307.9% | +1.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling