-20.1%
CPRT vs UPST
-47.3%
+27.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.5% |
| 7D | +6.0% | -4.9% | +10.9% | +6.4% |
| 30D | +20.0% | -8.9% | +28.9% | +20.8% |
| 3M | +10.1% | -26.3% | +36.5% | +12.7% |
| 6M | -4.3% | -23.7% | +19.4% | -2.6% |
| YTD | -18.4% | -49.9% | +31.6% | -15.9% |
| 1Y | -20.1% | -42.0% | +21.9% | -16.4% |
| All | -20.1% | -47.3% | +27.2% | -16.4% |
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 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