+38.8%
OXY vs UPST
-48.7%
+87.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -8.3% | +10.3% | +1.1% |
| 7D | -5.8% | -4.5% | -1.3% | -6.2% |
| 30D | -5.3% | -15.3% | +10.0% | -6.8% |
| 3M | -2.5% | -32.4% | +29.9% | -6.5% |
| 6M | +8.3% | -29.5% | +37.8% | +4.6% |
| YTD | +40.3% | -53.3% | +93.6% | +37.3% |
| 1Y | +38.8% | -47.4% | +86.2% | +31.7% |
| All | +38.8% | -48.7% | +87.5% | +31.7% |
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