-49.4%
UPST vs SCCO
+43.0%
-92.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.9% | +7.5% | +8.9% |
| 7D | -3.1% | -7.9% | +4.7% | -1.0% |
| 30D | -4.0% | -13.0% | +9.0% | -0.6% |
| 3M | -22.9% | -6.9% | -16.0% | -21.6% |
| 6M | -27.1% | +11.0% | -38.1% | -29.1% |
| YTD | -46.5% | +30.3% | -76.8% | -54.5% |
| 1Y | -49.4% | +45.0% | -94.4% | -59.9% |
| All | -49.4% | +43.0% | -92.4% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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