+13.3%
CVS vs UPST
-44.0%
+57.3%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | 0.0% | +1.8% |
| 7D | -3.7% | +4.4% | -8.1% | -3.2% |
| 30D | -0.3% | -7.7% | +7.3% | -0.5% |
| 3M | -10.3% | -28.4% | +18.2% | -11.8% |
| 6M | -4.6% | -23.2% | +18.6% | -5.4% |
| YTD | +10.7% | -49.1% | +59.8% | +9.8% |
| All | +13.3% | -44.0% | +57.3% | +11.4% |
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