+7.2%
CCI vs UPST
-29.4%
+36.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.5% |
| 7D | -0.1% | -4.9% | +4.8% | 0.0% |
| 30D | +28.4% | -8.9% | +37.3% | +28.7% |
| 3M | +20.0% | -26.3% | +46.3% | +20.9% |
| 6M | +0.8% | -23.7% | +24.5% | +1.2% |
| YTD | +3.6% | -49.9% | +53.5% | +5.1% |
| 1Y | +6.1% | -42.0% | +48.1% | +7.1% |
| 3Y | +7.2% | -25.3% | +32.5% | +2.1% |
| All | +7.2% | -29.4% | +36.6% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling