+569.7%
CIEN vs UPST
-13.8%
+583.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.8% | +1.4% |
| 7D | -15.2% | -3.5% | -11.6% | -14.7% |
| 30D | -21.5% | -7.1% | -14.4% | -20.6% |
| 3M | -40.1% | -13.1% | -27.0% | -38.8% |
| 6M | -6.6% | -1.1% | -5.5% | -7.5% |
| YTD | +37.3% | -35.9% | +73.1% | +43.9% |
| 1Y | +174.5% | -57.4% | +232.0% | +204.5% |
| All | +569.7% | -13.8% | +583.5% | +532.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling