+26.1%
SBUX vs UPST
-51.0%
+77.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.9% | +4.5% | -1.7% |
| 7D | +1.0% | -13.5% | +14.5% | +2.4% |
| 30D | +16.6% | -19.6% | +36.2% | +18.7% |
| 3M | -0.6% | -34.2% | +33.6% | +2.7% |
| 6M | +1.8% | -31.2% | +33.0% | +4.2% |
| YTD | +29.7% | -56.2% | +85.9% | +35.9% |
| 1Y | +26.1% | -51.7% | +77.7% | +28.8% |
| All | +26.1% | -51.0% | +77.0% | +28.8% |
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