+461.7%
CIEN vs UPST
-21.5%
+483.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -8.3% | +9.3% | +1.8% |
| 7D | -9.3% | -4.5% | -4.8% | -9.0% |
| 30D | -39.5% | -15.3% | -24.2% | -38.5% |
| 3M | -29.8% | -32.4% | +2.6% | -27.2% |
| 6M | -50.4% | -29.5% | -20.8% | -48.9% |
| YTD | +16.3% | -53.3% | +69.7% | +23.4% |
| 1Y | +30.4% | -47.4% | +77.7% | +36.6% |
| 3Y | +516.6% | -2.2% | +518.8% | +494.2% |
| 5Y | +349.8% | -92.0% | +441.8% | +345.7% |
| All | +461.7% | -21.5% | +483.2% | +378.2% |
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 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