+36.3%
CDE vs UPST
-62.6%
+98.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | -0.1% | -2.2% |
| 7D | -6.1% | -12.0% | +5.9% | -2.2% |
| 30D | +9.5% | -16.0% | +25.5% | +15.5% |
| 3M | +32.0% | -17.2% | +49.2% | +39.9% |
| 6M | -12.8% | -10.9% | -1.9% | -9.7% |
| YTD | +14.2% | -42.6% | +56.8% | +27.8% |
| 1Y | +36.3% | -59.8% | +96.1% | +57.0% |
| All | +36.3% | -62.6% | +98.9% | +57.0% |
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