-33.6%
UPST vs CNI
+28.4%
-62.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.6% |
| 7D | -10.6% | +2.5% | -13.2% | -12.7% |
| 30D | -14.0% | +6.1% | -20.1% | -18.8% |
| 3M | -36.8% | +0.1% | -37.0% | -37.0% |
| 6M | -27.5% | +14.9% | -42.5% | -37.3% |
| YTD | -55.3% | +30.9% | -86.1% | -66.6% |
| 1Y | -47.5% | +33.9% | -81.5% | -61.7% |
| 3Y | -10.4% | +20.2% | -30.6% | -28.4% |
| 5Y | -92.6% | +8.2% | -100.8% | -93.4% |
| All | -33.6% | +28.4% | -62.1% | -42.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling