-54.6%
CSGP vs UPST
-47.3%
-7.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.1% | -3.6% | -4.5% |
| 7D | +1.3% | -4.9% | +6.2% | +2.0% |
| 30D | +10.7% | -8.9% | +19.6% | +12.0% |
| 3M | +3.3% | -26.3% | +29.6% | +9.0% |
| 6M | -10.3% | -23.7% | +13.4% | -7.5% |
| YTD | -54.6% | -49.9% | -4.6% | -48.7% |
| 1Y | -54.6% | -42.0% | -12.7% | -49.9% |
| All | -54.6% | -47.3% | -7.3% | -49.9% |
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