-6.5%
UPST vs CPB
-35.6%
+29.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.2% | -7.1% | -8.1% |
| 7D | -4.5% | +2.9% | -7.4% | -4.8% |
| 30D | -15.3% | +17.6% | -32.9% | -17.0% |
| 3M | -32.4% | +2.0% | -34.5% | -32.7% |
| 6M | -29.5% | +11.6% | -41.2% | -30.5% |
| YTD | -53.3% | -13.8% | -39.6% | -53.3% |
| 1Y | -47.4% | -21.6% | -25.8% | -46.6% |
| All | -6.5% | -35.6% | +29.0% | -4.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling