-92.8%
UPST vs CPB
-34.3%
-58.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.1% | -5.8% | -6.8% |
| 7D | -13.5% | -5.8% | -7.7% | -13.3% |
| 30D | -19.6% | +16.5% | -36.1% | -20.0% |
| 3M | -34.2% | -1.1% | -33.1% | -34.2% |
| 6M | -31.2% | +11.5% | -42.7% | -31.3% |
| YTD | -56.2% | -15.7% | -40.5% | -56.5% |
| 1Y | -51.7% | -24.7% | -27.0% | -52.0% |
| 3Y | -8.2% | -37.3% | +29.0% | -9.1% |
| 5Y | -92.8% | -35.0% | -57.7% | -91.0% |
| All | -92.8% | -34.3% | -58.4% | -91.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling