+27.3%
CRDO vs UPST
-56.5%
+83.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.6% | +5.5% | +4.5% |
| 7D | -26.7% | -3.5% | -23.2% | -25.9% |
| 30D | -24.1% | -7.1% | -16.9% | -22.4% |
| 3M | -21.6% | -13.1% | -8.5% | -18.2% |
| 6M | +66.3% | -1.1% | +67.4% | +64.5% |
| YTD | +18.5% | -35.9% | +54.4% | +26.0% |
| 1Y | +27.3% | -57.4% | +84.7% | +35.5% |
| All | +27.3% | -56.5% | +83.8% | +35.5% |
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 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