+80.6%
CRWD vs UPST
-48.7%
+129.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +9.4% | -10.9% | -3.9% |
| 7D | -9.6% | -3.1% | -6.5% | -9.0% |
| 30D | -11.6% | -4.0% | -7.6% | -10.9% |
| 3M | +14.1% | -22.9% | +37.0% | +21.4% |
| 6M | +105.4% | -27.1% | +132.6% | +120.5% |
| YTD | +105.6% | -46.5% | +152.2% | +127.7% |
| 1Y | +80.6% | -49.4% | +130.0% | +101.3% |
| All | +80.6% | -48.7% | +129.2% | +101.3% |
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