-33.6%
UPST vs CPAY
+67.1%
-100.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.8% | +0.9% |
| 7D | -10.6% | +1.6% | -12.2% | -11.9% |
| 30D | -14.0% | +17.6% | -31.6% | -26.6% |
| 3M | -36.8% | +8.7% | -45.5% | -42.0% |
| 6M | -27.5% | +39.5% | -67.1% | -48.5% |
| YTD | -55.3% | +53.6% | -108.9% | -72.1% |
| 1Y | -47.5% | +63.3% | -110.8% | -69.4% |
| 3Y | -10.4% | +101.7% | -112.2% | -57.2% |
| 5Y | -92.6% | +91.4% | -184.0% | -96.4% |
| All | -33.6% | +67.1% | -100.7% | -64.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling