-49.4%
UPST vs CPAY
+59.0%
-108.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.0% | +6.4% | +8.0% |
| 7D | -3.1% | +5.7% | -8.9% | -5.6% |
| 30D | -4.0% | +4.2% | -8.2% | -5.7% |
| 3M | -22.9% | +5.6% | -28.5% | -24.6% |
| 6M | -27.1% | +34.7% | -61.8% | -36.5% |
| YTD | -46.5% | +39.1% | -85.6% | -50.7% |
| 1Y | -49.4% | +60.3% | -109.7% | -51.8% |
| All | -49.4% | +59.0% | -108.5% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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