+146.1%
CAKE vs UPST
-48.7%
+194.7%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +9.4% | -4.7% | +3.5% |
| 7D | +9.1% | -3.1% | +12.3% | +9.4% |
| 30D | +5.8% | -4.0% | +9.8% | +6.1% |
| 3M | +9.3% | -22.9% | +32.2% | +12.2% |
| 6M | +96.1% | -27.1% | +123.2% | +101.0% |
| YTD | +131.4% | -46.5% | +178.0% | +141.3% |
| 1Y | +146.1% | -49.4% | +195.5% | +157.0% |
| All | +146.1% | -48.7% | +194.7% | +157.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 1y: compounded portfolio wealth divided by compounded UPST 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…
1y analysis · Full analysis span regression · 6 months rolling