+31.2%
CIEN vs UPST
-47.2%
+78.4%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -8.3% | +9.3% | +2.6% |
| 7D | -9.3% | -4.5% | -4.8% | -8.6% |
| 30D | -39.5% | -15.3% | -24.2% | -37.5% |
| 3M | -29.8% | -32.4% | +2.6% | -25.0% |
| 6M | -50.4% | -29.5% | -20.8% | -47.5% |
| YTD | +16.3% | -53.3% | +69.7% | +25.2% |
| All | +31.2% | -47.2% | +78.4% | +35.5% |
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