-91.6%
UPST vs CLBK
+27.8%
-119.4%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.7% | +2.6% |
| 7D | -10.6% | +0.9% | -11.5% | -11.3% |
| 30D | -14.0% | +3.4% | -17.4% | -16.6% |
| 3M | -36.8% | -4.3% | -32.6% | -34.8% |
| 6M | -27.5% | +28.4% | -55.9% | -43.1% |
| YTD | -55.3% | +59.4% | -114.7% | -71.2% |
| 1Y | -47.5% | +64.8% | -112.4% | -67.2% |
| 3Y | -10.4% | +50.6% | -61.0% | -39.0% |
| All | -91.6% | +27.8% | -119.4% | -93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling