+25.6%
CTAS vs UPST
-48.7%
+74.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +9.4% | -7.0% | +2.1% |
| 7D | +7.6% | -3.1% | +10.8% | +7.6% |
| 30D | +17.2% | -4.0% | +21.2% | +17.2% |
| 3M | +12.8% | -22.9% | +35.6% | +13.3% |
| 6M | +38.0% | -27.1% | +65.1% | +38.6% |
| YTD | +22.7% | -46.5% | +69.2% | +23.4% |
| 1Y | +25.6% | -49.4% | +75.1% | +26.5% |
| All | +25.6% | -48.7% | +74.3% | +26.5% |
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