-47.5%
UPST vs SCCO
+26.3%
-73.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +2.9% |
| 7D | -10.6% | -1.9% | -8.7% | -10.0% |
| 30D | -14.0% | -17.4% | +3.4% | -9.2% |
| 3M | -36.8% | -11.7% | -25.2% | -34.6% |
| 6M | -27.5% | -12.1% | -15.4% | -25.4% |
| YTD | -55.3% | +20.9% | -76.1% | -63.1% |
| 1Y | -47.5% | +31.3% | -78.9% | -60.1% |
| All | -47.5% | +26.3% | -73.8% | -60.1% |
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