-27.5%
UPST vs SCCO
-12.1%
-15.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +3.2% |
| 7D | -10.6% | -1.9% | -8.7% | -9.8% |
| 30D | -14.0% | -17.4% | +3.4% | -7.4% |
| 3M | -36.8% | -11.7% | -25.2% | -33.8% |
| 6M | -27.5% | -12.1% | -15.4% | -23.9% |
| All | -27.5% | -12.1% | -15.4% | -23.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling