+44.5%
CIEN vs UPST
-49.8%
+94.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.1% | -6.7% | -4.9% |
| 7D | +15.3% | -10.6% | +25.9% | +17.4% |
| 30D | -22.0% | -14.0% | -8.0% | -19.7% |
| 3M | -36.6% | -36.8% | +0.2% | -31.8% |
| 6M | -51.5% | -27.5% | -23.9% | -48.8% |
| YTD | +20.0% | -55.3% | +75.2% | +28.4% |
| 1Y | +44.5% | -47.5% | +92.0% | +50.2% |
| All | +44.5% | -49.8% | +94.3% | +50.2% |
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 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