-60.5%
UPST vs CLBK
+70.4%
-130.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.4% |
| 7D | -1.5% | +1.1% | -2.6% | -2.2% |
| 30D | -13.2% | +7.8% | -21.0% | -17.9% |
| 3M | -13.0% | +23.9% | -36.8% | -27.0% |
| 6M | -2.9% | +42.3% | -45.2% | -27.5% |
| YTD | -38.3% | +65.4% | -103.7% | -58.6% |
| 1Y | -60.5% | +70.3% | -130.8% | -75.0% |
| All | -60.5% | +70.4% | -130.9% | -75.0% |
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