-49.4%
UPST vs CNI
+37.5%
-87.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.1% | +7.3% | +8.3% |
| 7D | -3.1% | +3.7% | -6.9% | -5.0% |
| 30D | -4.0% | +8.1% | -12.1% | -7.9% |
| 3M | -22.9% | +1.9% | -24.7% | -23.5% |
| 6M | -27.1% | +19.2% | -46.3% | -34.7% |
| YTD | -46.5% | +32.7% | -79.3% | -56.9% |
| 1Y | -49.4% | +37.0% | -86.4% | -61.2% |
| All | -49.4% | +37.5% | -87.0% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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