+11.7%
CCI vs UPST
-4.9%
+16.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.9% | +1.2% |
| 7D | +2.5% | -10.6% | +13.2% | +2.8% |
| 30D | +14.4% | -14.0% | +28.4% | +14.9% |
| 3M | +21.7% | -36.8% | +58.5% | +23.1% |
| 6M | +4.0% | -27.5% | +31.6% | +4.7% |
| YTD | +6.2% | -55.3% | +61.5% | +8.1% |
| 1Y | +5.4% | -47.5% | +53.0% | +6.8% |
| 3Y | +11.7% | -10.4% | +22.2% | +2.2% |
| All | +11.7% | -4.9% | +16.6% | +2.2% |
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 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