-88.5%
CYCU vs UPST
-48.7%
-39.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +9.4% | -10.6% | -5.5% |
| 7D | +1.2% | -3.1% | +4.4% | +2.5% |
| 30D | -31.5% | -4.0% | -27.5% | -30.4% |
| 3M | -62.0% | -22.9% | -39.2% | -57.4% |
| 6M | -67.4% | -27.1% | -40.3% | -64.2% |
| YTD | -88.6% | -46.5% | -42.1% | -86.3% |
| 1Y | -88.5% | -49.4% | -39.1% | -86.1% |
| All | -88.5% | -48.7% | -39.8% | -86.1% |
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