-91.1%
UPST vs CPAY
+54.3%
-145.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.8% |
| 7D | -8.1% | -2.5% | -5.6% | -5.7% |
| 30D | -14.3% | +1.3% | -15.6% | -15.4% |
| 3M | -16.6% | +13.5% | -30.1% | -27.8% |
| 6M | -7.3% | +24.7% | -32.0% | -28.4% |
| YTD | -40.8% | +34.9% | -75.7% | -59.1% |
| 1Y | -62.4% | +29.7% | -92.1% | -73.1% |
| 3Y | -15.3% | +49.4% | -64.7% | -48.1% |
| 5Y | -91.1% | +53.5% | -144.5% | -95.1% |
| All | -91.1% | +54.3% | -145.4% | -95.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling