+302.4%
ROIV vs CAKE
+241.3%
+61.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | +9.5% | -4.7% | +14.2% | +10.5% |
| 30D | +21.0% | +0.9% | +20.1% | +20.6% |
| 3M | +18.7% | -2.7% | +21.5% | +18.8% |
| 6M | +44.5% | +81.2% | -36.6% | +25.1% |
| YTD | +92.9% | +120.6% | -27.7% | +59.2% |
| 1Y | +100.2% | +142.7% | -42.5% | +61.5% |
| 3Y | +375.0% | +283.3% | +91.7% | +236.7% |
| 5Y | +435.2% | +178.1% | +257.1% | +276.0% |
| All | +302.4% | +241.3% | +61.1% | +185.3% |
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 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