-24.5%
CRCL vs UPST
-49.8%
+25.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.1% | -4.7% | -3.7% |
| 7D | -8.4% | -10.6% | +2.3% | -2.6% |
| 30D | -21.8% | -14.0% | -7.8% | -14.9% |
| 3M | -17.5% | -36.8% | +19.4% | +6.1% |
| 6M | -50.9% | -27.5% | -23.3% | -41.9% |
| YTD | -21.6% | -55.3% | +33.7% | +13.6% |
| 1Y | -24.5% | -47.5% | +23.1% | -2.1% |
| All | -24.5% | -49.8% | +25.4% | -2.1% |
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 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