-47.5%
UPST vs XPO
+38.7%
-86.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +1.1% |
| 7D | -10.6% | +9.0% | -19.6% | -14.2% |
| 30D | -14.0% | +4.2% | -18.1% | -15.9% |
| 3M | -36.8% | -8.7% | -28.2% | -34.2% |
| 6M | -27.5% | -2.8% | -24.8% | -27.4% |
| YTD | -55.3% | +41.9% | -97.1% | -67.8% |
| 1Y | -47.5% | +42.3% | -89.9% | -62.3% |
| All | -47.5% | +38.7% | -86.3% | -62.3% |
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