+251.7%
CB vs UPRO
+1,087.5%
-835.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.4% |
| 7D | +2.9% | +7.4% | -4.5% | +1.2% |
| 30D | +7.3% | -7.9% | +15.2% | +8.8% |
| 3M | +9.4% | -12.0% | +21.4% | +11.9% |
| 6M | +19.6% | -2.0% | +21.6% | +18.2% |
| YTD | +21.5% | +20.4% | +1.1% | +13.2% |
| 1Y | +28.0% | +24.5% | +3.5% | +18.0% |
| 3Y | +74.9% | +224.4% | -149.5% | +17.7% |
| 5Y | +108.1% | +97.6% | +10.5% | +49.0% |
| All | +251.7% | +1,087.5% | -835.8% | +35.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling