-6.8%
CBRE vs UPST
-48.7%
+41.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +9.4% | -5.3% | +2.2% |
| 7D | +14.1% | -3.1% | +17.2% | +14.6% |
| 30D | +9.0% | -4.0% | +13.0% | +9.6% |
| 3M | -6.6% | -22.9% | +16.3% | -2.0% |
| 6M | +0.8% | -27.1% | +27.9% | +6.2% |
| YTD | -12.2% | -46.5% | +34.3% | -1.3% |
| 1Y | -6.8% | -49.4% | +42.6% | +5.2% |
| All | -6.8% | -48.7% | +41.9% | +5.2% |
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