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- Upturn Summary
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Upturn AI Summary
Counterpoint Quantitative Equity ETF(CPAI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CPAI
10/23/2026: CPAI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CPAI is an actively managed ETF that utilizes a quantitative, rules-based approach to select U.S. equity securities, aiming to outperform market-cap-weighted benchmarks. Its primary strengths lie in its systematic process, which reduces emotional decision-making and focuses on identified risk and return factors. Investors should use it as a component of a larger equity portfolio, keeping in mind that its niche strategy can lead to periods of underperformance relative to broader markets. Key risks include model-based tracking error, liquidity constraints due to lower asset size, and inherent U.S. equity market risk. It is best suited for long-term investors who believe in the efficacy of quantitative factor-based investing and have the patience to weather cycles when their specific factors are out of favor.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund's systematic approach may capture growth trends, but it is not a pure-play growth strategy. |
| Momentum investor | Strong fit while signal remains positive | If the quantitative model is factor-tilted toward momentum, it acts as a strong tool for capturing such trends. |
| Value investor | Mixed fit | The strategy may incorporate value factors, but it is not solely dedicated to value investing. |
| Dividend/Income investor | Weak fit | CPAI is primarily focused on capital appreciation rather than dividend yield or income generation. |
| Low-risk investor | Mixed fit | While the quantitative model aims to manage risk, equity investing remains inherently volatile for low-risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone who understands systematic investment strategies, seeks potential outperformance over passive indexing, and can tolerate the tracking error that comes with active factor-based management.
Suitability
CPAI is best suited for long-term investors looking to augment their core U.S. equity allocation with a model-driven, factor-based strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The fund's exposure to U.S. equities subjects it to market price fluctuations. |
| Market risk | High | Systematic market downturns will negatively impact the portfolio regardless of the quantitative model's selection process. |
| Concentration | Medium | Depending on the model's signal, the portfolio may become temporarily concentrated in certain sectors or factor styles. |
| Tracking/expense | Medium | Higher active management fees can create a performance drag compared to passive alternatives. |
| Liquidity | Medium | Lower trading volume may make it more difficult to execute large trades without impacting the share price. |
| Business/sector quality | Medium | The model's reliance on specific factor definitions means it may underperform if those factors fall out of favor. |
Risk Analysis
Volatility
CPAI exhibits volatility consistent with its U.S. equity exposure, moderated by its quantitative risk-management overlay.
Market Risk
The fund is subject to systemic U.S. equity market risk, meaning it is susceptible to broad economic downturns regardless of its active management.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Diversified U.S. Large-Cap Equities | 90 | The core of the portfolio consists of U.S. stocks selected based on the fund's proprietary quantitative factors. |
| Cash/collateral | Cash and Cash Equivalents | 10 | A portion of the fund is held in cash to provide liquidity and as part of its risk management overlay strategy. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 32.34% | Avg. Invested days 82 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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