-30.6%
CRDO vs UPST
-28.9%
-1.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.1% | -8.1% | -6.8% |
| 7D | +9.1% | -10.6% | +19.8% | +14.1% |
| 30D | -26.6% | -14.0% | -12.6% | -21.6% |
| 3M | -50.6% | -36.8% | -13.7% | -39.6% |
| 6M | -30.6% | -27.5% | -3.0% | -21.7% |
| All | -30.6% | -28.9% | -1.7% | -21.7% |
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