-10.4%
UPST vs CPAY
+101.0%
-111.4%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.8% | +1.0% |
| 7D | -10.6% | +1.6% | -12.2% | -11.8% |
| 30D | -14.0% | +17.6% | -31.6% | -25.7% |
| 3M | -36.8% | +8.7% | -45.5% | -41.6% |
| 6M | -27.5% | +39.5% | -67.1% | -47.2% |
| YTD | -55.3% | +53.6% | -108.9% | -71.2% |
| 1Y | -47.5% | +63.3% | -110.8% | -68.5% |
| 3Y | -10.4% | +101.7% | -112.2% | -75.9% |
| All | -10.4% | +101.0% | -111.4% | -75.9% |
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