+316.5%
ROIV vs CAKE
+172.6%
+143.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.3% | +19.1% | +18.8% |
| 7D | +20.2% | -1.1% | +21.2% | +20.5% |
| 30D | +14.1% | +0.4% | +13.7% | +13.5% |
| 3M | +45.6% | +59.9% | -14.3% | +26.4% |
| 6M | +44.1% | +75.1% | -30.9% | +21.4% |
| YTD | +91.2% | +115.0% | -23.9% | +51.4% |
| 1Y | +221.3% | +81.6% | +139.7% | +166.1% |
| 3Y | +229.2% | +279.1% | -49.9% | +108.9% |
| All | +316.5% | +172.6% | +143.9% | +172.2% |
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