-49.4%
UPST vs CPB
-18.4%
-31.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +5.9% | +3.5% | +8.7% |
| 7D | -3.1% | +13.0% | -16.1% | -4.4% |
| 30D | -4.0% | +20.5% | -24.5% | -5.8% |
| 3M | -22.9% | +2.2% | -25.1% | -23.4% |
| 6M | -27.1% | +15.4% | -42.5% | -27.5% |
| YTD | -46.5% | -12.3% | -34.2% | -50.0% |
| 1Y | -49.4% | -18.0% | -31.5% | -52.1% |
| All | -49.4% | -18.4% | -31.0% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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