-91.1%
UPST vs SCCO
+355.0%
-446.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.4% | -4.2% |
| 7D | -8.1% | +2.4% | -10.5% | -9.7% |
| 30D | -14.3% | +6.4% | -20.7% | -18.1% |
| 3M | -16.6% | +21.6% | -38.2% | -27.7% |
| 6M | -7.3% | +13.4% | -20.7% | -17.8% |
| YTD | -40.8% | +52.6% | -93.4% | -60.2% |
| 1Y | -62.4% | +122.4% | -184.8% | -81.8% |
| 3Y | -15.3% | +208.5% | -223.8% | -70.8% |
| 5Y | -91.1% | +353.9% | -445.0% | -97.6% |
| All | -91.1% | +355.0% | -446.0% | -97.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling