-53.3%
CSGP vs UPST
-48.7%
-4.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +9.4% | -5.4% | +2.2% |
| 7D | +18.3% | -3.1% | +21.4% | +18.6% |
| 30D | +17.8% | -4.0% | +21.8% | +18.1% |
| 3M | +9.3% | -22.9% | +32.1% | +14.3% |
| 6M | -7.9% | -27.1% | +19.2% | -3.6% |
| YTD | -51.5% | -46.5% | -5.0% | -46.2% |
| 1Y | -53.3% | -49.4% | -3.9% | -47.7% |
| All | -53.3% | -48.7% | -4.6% | -47.7% |
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 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