-14.8%
UPST vs CNI
+22.4%
-37.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.5% |
| 7D | -12.0% | -1.1% | -10.9% | -11.0% |
| 30D | -16.0% | -3.5% | -12.5% | -12.9% |
| 3M | -17.2% | +2.2% | -19.4% | -19.4% |
| 6M | -10.9% | +15.1% | -26.0% | -23.4% |
| YTD | -42.6% | +24.7% | -67.3% | -54.9% |
| 1Y | -59.8% | +33.4% | -93.2% | -70.5% |
| 3Y | -17.9% | +19.5% | -37.4% | -34.2% |
| 5Y | -90.7% | +12.6% | -103.3% | -91.3% |
| All | -14.8% | +22.4% | -37.2% | -22.5% |
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