-62.4%
UPST vs XPO
+39.4%
-101.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.1% | -1.0% | -2.6% |
| 7D | -8.1% | -0.9% | -7.2% | -7.7% |
| 30D | -14.3% | -8.1% | -6.2% | -11.0% |
| 3M | -16.6% | -19.0% | +2.4% | -8.4% |
| 6M | -7.3% | -5.2% | -2.1% | -6.9% |
| YTD | -40.8% | +35.6% | -76.4% | -51.2% |
| 1Y | -62.4% | +41.1% | -103.5% | -68.1% |
| All | -62.4% | +39.4% | -101.9% | -68.1% |
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