-100.0%
VIVK vs CAKE
+157.8%
-257.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.5% | -8.9% | -7.3% |
| 7D | -4.4% | -4.5% | +0.2% | -4.6% |
| 30D | -40.8% | -12.4% | -28.4% | -41.2% |
| 3M | -94.1% | +37.3% | -131.5% | -94.0% |
| 6M | -98.2% | +70.7% | -168.9% | -98.1% |
| YTD | -98.0% | +106.0% | -204.0% | -97.9% |
| 1Y | -100.0% | +79.7% | -179.6% | -100.0% |
| 3Y | -100.0% | +267.8% | -367.8% | -100.0% |
| All | -100.0% | +157.8% | -257.8% | -100.0% |
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