-36.5%
CCI vs UPST
+7.9%
-44.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.2% | -1.8% |
| 7D | -0.4% | -3.5% | +3.1% | -0.3% |
| 30D | +2.7% | -7.1% | +9.8% | +2.9% |
| 3M | -18.2% | -13.1% | -5.1% | -17.9% |
| 6M | -14.8% | -1.1% | -13.7% | -15.1% |
| YTD | -12.6% | -35.9% | +23.3% | -11.6% |
| 1Y | -16.7% | -57.4% | +40.7% | -14.7% |
| 3Y | -10.5% | -14.9% | +4.4% | -14.2% |
| 5Y | -51.4% | -88.7% | +37.2% | -54.2% |
| All | -36.5% | +7.9% | -44.4% | -38.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling