+528.7%
FAST vs CAKE
+155.4%
+373.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.3% |
| 7D | -0.6% | -4.5% | +4.0% | +0.3% |
| 30D | -5.6% | -12.4% | +6.9% | -3.1% |
| 3M | +6.9% | +37.3% | -30.4% | -0.2% |
| 6M | +7.0% | +70.7% | -63.7% | -4.9% |
| YTD | +24.9% | +106.0% | -81.1% | +6.6% |
| 1Y | +6.5% | +79.7% | -73.2% | -6.9% |
| 3Y | +94.1% | +267.8% | -173.6% | +43.7% |
| 5Y | +107.7% | +159.9% | -52.2% | +59.8% |
| All | +528.7% | +155.4% | +373.3% | +324.6% |
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