+13.3%
CNQ vs UPST
-4.5%
+17.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.0% | +4.9% | +0.2% |
| 7D | -0.9% | -8.1% | +7.2% | -2.4% |
| 30D | +8.7% | -14.3% | +23.0% | +5.9% |
| 3M | +15.8% | -16.6% | +32.5% | +13.0% |
| 6M | +13.3% | -7.3% | +20.5% | +12.4% |
| All | +13.3% | -4.5% | +17.7% | +12.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling