+28.8%
VIAV vs CAKE
+66.6%
-37.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.5% | +2.1% | +3.7% |
| 7D | +11.2% | -4.5% | +15.7% | +10.8% |
| 30D | -10.1% | -12.4% | +2.3% | -11.3% |
| 3M | -22.9% | +37.3% | -60.2% | -19.8% |
| 6M | +28.8% | +70.7% | -41.9% | +32.4% |
| All | +28.8% | +66.6% | -37.9% | +32.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling