-5.3%
FSLY vs CAKE
+148.0%
-153.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.7% |
| 7D | +7.5% | -5.6% | +13.1% | +9.4% |
| 30D | -21.1% | -10.5% | -10.6% | -18.6% |
| 3M | +21.8% | +43.6% | -21.9% | +7.9% |
| 6M | -0.1% | +63.0% | -63.2% | -16.0% |
| YTD | +123.1% | +102.9% | +20.2% | +70.7% |
| 1Y | +208.6% | +75.6% | +132.9% | +147.5% |
| 3Y | -1.3% | +257.7% | -259.0% | -39.2% |
| 5Y | -48.4% | +156.0% | -204.4% | -65.5% |
| All | -5.3% | +148.0% | -153.4% | -31.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling