+1,829.5%
CAH vs UPRO
+13,044.5%
-11,215.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.4% |
| 7D | +3.5% | +7.4% | -4.0% | +1.6% |
| 30D | +13.5% | -7.9% | +21.4% | +15.2% |
| 3M | +21.8% | -12.0% | +33.9% | +24.8% |
| 6M | +51.5% | -2.0% | +53.5% | +49.9% |
| YTD | +38.1% | +20.4% | +17.7% | +28.5% |
| 1Y | +37.7% | +24.5% | +13.2% | +26.9% |
| 3Y | +179.6% | +224.4% | -44.8% | +87.2% |
| 5Y | +504.9% | +97.6% | +407.3% | +327.3% |
| 10Y | +418.6% | +1,097.3% | -678.8% | +80.6% |
| All | +1,829.5% | +13,044.5% | -11,215.0% | +221.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 all: compounded portfolio wealth divided by compounded UPRO 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…
all analysis · Full analysis span regression · 6 months rolling