+602.3%
VEEV vs CAKE
+203.2%
+399.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.4% | +0.5% |
| 7D | -8.2% | -5.6% | -2.6% | -7.2% |
| 30D | +10.3% | -10.5% | +20.8% | +12.3% |
| 3M | +59.4% | +43.6% | +15.7% | +47.5% |
| 6M | +37.6% | +63.0% | -25.5% | +23.7% |
| YTD | +16.9% | +102.9% | -86.0% | +0.2% |
| 1Y | -5.0% | +75.6% | -80.6% | -16.4% |
| 3Y | +18.5% | +257.7% | -239.3% | -11.9% |
| 5Y | -13.8% | +156.0% | -169.8% | -33.3% |
| 10Y | +547.0% | +150.5% | +396.4% | +332.3% |
| All | +602.3% | +203.2% | +399.1% | +276.2% |
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 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