+533.3%
FAST vs CAKE
+131.7%
+401.6%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.4% | -1.2% |
| 7D | +4.2% | +2.5% | +1.7% | +3.6% |
| 30D | +6.7% | -3.1% | +9.7% | +7.1% |
| 3M | +8.0% | -2.2% | +10.3% | +8.1% |
| 6M | +27.4% | +94.1% | -66.6% | +10.4% |
| YTD | +40.5% | +119.4% | -78.9% | +18.2% |
| 1Y | +38.4% | +141.4% | -103.0% | +14.0% |
| 3Y | +98.7% | +273.6% | -174.9% | +46.9% |
| 5Y | +106.7% | +177.7% | -71.0% | +57.4% |
| All | +533.3% | +131.7% | +401.6% | +334.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling