+54.2%
XOP vs UPST
-59.7%
+113.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.5% | +1.6% |
| 7D | +0.6% | -1.5% | +2.1% | +0.6% |
| 30D | +16.5% | -13.2% | +29.8% | +16.1% |
| 3M | +15.7% | -13.0% | +28.7% | +15.4% |
| 6M | +19.2% | -2.9% | +22.1% | +18.4% |
| YTD | +55.0% | -38.3% | +93.3% | +57.8% |
| 1Y | +54.2% | -60.5% | +114.6% | +56.6% |
| All | +54.2% | -59.7% | +113.9% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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