-49.4%
UPST vs XPO
+38.8%
-88.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -1.6% | +11.0% | +10.2% |
| 7D | -3.1% | +3.5% | -6.7% | -5.1% |
| 30D | -4.0% | +2.8% | -6.8% | -5.7% |
| 3M | -22.9% | -7.5% | -15.4% | -20.1% |
| 6M | -27.1% | -5.9% | -21.2% | -26.1% |
| YTD | -46.5% | +38.4% | -84.9% | -62.9% |
| 1Y | -49.4% | +33.7% | -83.1% | -63.6% |
| All | -49.4% | +38.8% | -88.2% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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