-91.1%
UPST vs CNI
+10.3%
-101.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.2% |
| 7D | -8.1% | +0.9% | -9.0% | -9.0% |
| 30D | -14.3% | -2.1% | -12.2% | -12.1% |
| 3M | -16.6% | +1.8% | -18.5% | -19.0% |
| 6M | -7.3% | +14.8% | -22.1% | -22.4% |
| YTD | -40.8% | +25.4% | -66.2% | -56.1% |
| 1Y | -62.4% | +32.9% | -95.4% | -74.1% |
| 3Y | -15.3% | +20.2% | -35.5% | -37.5% |
| 5Y | -91.1% | +12.2% | -103.2% | -92.3% |
| All | -91.1% | +10.3% | -101.4% | -92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling