+75.6%
CAKE vs UPST
-62.6%
+138.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -2.0% |
| 7D | -5.6% | -12.0% | +6.4% | -4.2% |
| 30D | -10.5% | -16.0% | +5.5% | -8.8% |
| 3M | +43.6% | -17.2% | +60.8% | +46.1% |
| 6M | +63.0% | -10.9% | +73.9% | +62.4% |
| YTD | +102.9% | -42.6% | +145.5% | +111.5% |
| 1Y | +75.6% | -59.8% | +135.4% | +80.6% |
| All | +75.6% | -62.6% | +138.2% | +80.6% |
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