-42.6%
UPST vs CPB
-20.9%
-21.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.8% |
| 7D | +4.4% | +3.3% | +1.2% | +4.0% |
| 30D | -7.7% | +19.0% | -26.7% | -9.4% |
| 3M | -28.4% | +0.4% | -28.9% | -28.8% |
| 6M | -23.2% | +13.0% | -36.1% | -23.6% |
| YTD | -49.1% | -12.7% | -36.4% | -52.1% |
| All | -42.6% | -20.9% | -21.7% | -44.2% |
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