-14.2%
UPST vs CPAY
+48.3%
-62.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.8% |
| 7D | -8.1% | -2.5% | -5.6% | -6.0% |
| 30D | -14.3% | +1.3% | -15.6% | -15.3% |
| 3M | -16.6% | +13.5% | -30.1% | -26.5% |
| 6M | -7.3% | +24.7% | -32.0% | -26.1% |
| YTD | -40.8% | +34.9% | -75.7% | -57.3% |
| 1Y | -62.4% | +29.7% | -92.1% | -71.8% |
| All | -14.2% | +48.3% | -62.5% | -52.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling