-42.6%
UPST vs COO
-8.8%
-33.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.5% | -0.9% | +0.5% |
| 7D | +4.4% | +4.3% | +0.1% | +2.6% |
| 30D | -7.7% | +17.6% | -25.3% | -14.1% |
| 3M | -28.4% | -13.9% | -14.6% | -22.9% |
| 6M | -23.2% | +6.6% | -29.7% | -27.9% |
| YTD | -49.1% | -22.0% | -27.1% | -38.1% |
| All | -42.6% | -8.8% | -33.8% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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