-59.8%
UPST vs CPAY
+31.3%
-91.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.6% | -3.3% |
| 7D | -12.0% | -2.7% | -9.3% | -10.8% |
| 30D | -16.0% | +0.6% | -16.6% | -16.2% |
| 3M | -17.2% | +17.0% | -34.2% | -23.7% |
| 6M | -10.9% | +24.1% | -35.0% | -20.4% |
| YTD | -42.6% | +35.7% | -78.3% | -49.7% |
| 1Y | -59.8% | +34.0% | -93.8% | -63.0% |
| All | -59.8% | +31.3% | -91.1% | -63.0% |
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