-93.5%
UPST vs CPB
-31.3%
-62.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -1.1% |
| 7D | -4.9% | +8.0% | -12.9% | -5.2% |
| 30D | -8.9% | +22.4% | -31.2% | -9.5% |
| 3M | -26.3% | +2.5% | -28.8% | -26.5% |
| 6M | -23.7% | +12.2% | -35.9% | -23.9% |
| YTD | -49.9% | -12.8% | -37.1% | -50.4% |
| 1Y | -42.0% | -19.2% | -22.8% | -42.5% |
| 3Y | -25.3% | -35.6% | +10.3% | -26.2% |
| All | -93.5% | -31.3% | -62.1% | -92.4% |
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