+12.6%
SBUX vs UPST
+3.8%
+8.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.8% | +1.5% | -2.1% |
| 7D | -3.9% | -1.5% | -2.4% | -3.8% |
| 30D | -2.8% | -13.2% | +10.4% | -1.9% |
| 3M | +8.2% | -13.0% | +21.2% | +9.0% |
| 6M | +4.3% | -2.9% | +7.1% | +3.8% |
| YTD | +23.3% | -38.3% | +61.6% | +26.2% |
| 1Y | +24.3% | -60.5% | +84.7% | +30.6% |
| 3Y | +15.5% | -11.7% | +27.2% | +10.6% |
| 5Y | -2.7% | -90.2% | +87.5% | -8.1% |
| All | +12.6% | +3.8% | +8.8% | +15.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling