-49.4%
UPST vs CLBK
+65.7%
-115.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.9% | +8.5% | +8.9% |
| 7D | -3.1% | +4.6% | -7.7% | -5.8% |
| 30D | -4.0% | -1.5% | -2.5% | -3.2% |
| 3M | -22.9% | +4.4% | -27.3% | -25.6% |
| 6M | -27.1% | +31.7% | -58.8% | -42.8% |
| YTD | -46.5% | +58.7% | -105.2% | -63.3% |
| 1Y | -49.4% | +64.9% | -114.3% | -67.7% |
| All | -49.4% | +65.7% | -115.2% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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