-47.3%
FSLY vs CAKE
+157.8%
-205.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +1.2% |
| 7D | +12.5% | -4.5% | +17.0% | +14.9% |
| 30D | -18.8% | -12.4% | -6.4% | -13.8% |
| 3M | +22.7% | +37.3% | -14.7% | +3.3% |
| 6M | -3.7% | +70.7% | -74.4% | -29.1% |
| YTD | +127.5% | +106.0% | +21.5% | +43.9% |
| 1Y | +193.5% | +79.7% | +113.9% | +100.9% |
| 3Y | -1.3% | +267.8% | -269.1% | -61.8% |
| All | -47.3% | +157.8% | -205.1% | -77.4% |
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 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