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  • UPST vs LH✓SelectedUSD · LHUPST vs LH performance historyLatest closeAs of-6.86%11/12
Stock and ETF performance explorer

UPST vs LH

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-51.7%
LH return
+41.7%
Excess return
-93.3%
Maximum drawdown
-62.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioLHExcessAlpha
1D-6.9%0.0%-6.9%-6.9%
7D-13.5%+2.5%-16.0%-14.5%
30D-19.6%+18.7%-38.3%-24.8%
3M-34.2%+15.3%-49.5%-37.8%
6M-31.2%+45.4%-76.6%-39.5%
YTD-56.2%+49.5%-105.7%-63.8%
1Y-51.7%+41.4%-93.1%-57.2%
All-51.7%+41.7%-93.3%-57.2%

Cumulative growth

Daily Returns

Daily percentage return beside LH.

Daily Out/Under-Performance

Portfolio return minus LH return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × LH 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 LH 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