-49.4%
UPST vs LBRT
-25.0%
-24.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -11.2% | +20.6% | +9.7% |
| 7D | -3.1% | -25.3% | +22.2% | -2.0% |
| 30D | -4.0% | -32.9% | +28.9% | -2.4% |
| 3M | -22.9% | -33.3% | +10.4% | -21.8% |
| 6M | -27.1% | -61.0% | +33.8% | -23.5% |
| YTD | -46.5% | -28.0% | -18.5% | -53.3% |
| 1Y | -49.4% | -21.5% | -27.9% | -58.5% |
| All | -49.4% | -25.0% | -24.4% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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