+604.6%
CIEN vs UPST
+3.8%
+600.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.8% | +10.1% | +6.7% |
| 7D | -5.3% | -1.5% | -3.8% | -5.2% |
| 30D | -17.2% | -13.2% | -4.0% | -16.2% |
| 3M | -26.9% | -13.0% | -13.9% | -26.0% |
| 6M | +16.0% | -2.9% | +18.9% | +15.6% |
| YTD | +45.9% | -38.3% | +84.2% | +50.8% |
| 1Y | +186.8% | -60.5% | +247.2% | +207.2% |
| 3Y | +607.8% | -11.7% | +619.5% | +578.8% |
| 5Y | +506.7% | -90.2% | +596.9% | +485.6% |
| All | +604.6% | +3.8% | +600.8% | +484.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling