+355.8%
CIEN vs UPST
-92.5%
+448.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.1% | -6.7% | -4.8% |
| 7D | +15.3% | -10.6% | +25.9% | +16.8% |
| 30D | -22.0% | -14.0% | -8.0% | -20.6% |
| 3M | -36.6% | -36.8% | +0.2% | -33.0% |
| 6M | -51.5% | -27.5% | -23.9% | -49.8% |
| YTD | +20.0% | -55.3% | +75.2% | +30.1% |
| 1Y | +44.5% | -47.5% | +92.0% | +53.3% |
| 3Y | +539.0% | -10.4% | +549.5% | +509.1% |
| All | +355.8% | -92.5% | +448.3% | +337.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling