+1,063.8%
CB vs UPRO
+12,137.2%
-11,073.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -2.0% |
| 7D | +0.2% | -8.7% | +8.9% | +2.3% |
| 30D | +9.1% | -16.9% | +26.0% | +13.7% |
| 3M | +3.4% | -15.3% | +18.7% | +7.1% |
| 6M | +14.1% | -5.7% | +19.8% | +13.8% |
| YTD | +18.0% | +12.1% | +5.9% | +11.4% |
| 1Y | +30.1% | +16.4% | +13.7% | +21.2% |
| 3Y | +71.8% | +210.5% | -138.8% | +14.2% |
| 5Y | +101.8% | +82.4% | +19.4% | +43.7% |
| 10Y | +252.1% | +1,144.5% | -892.4% | +18.9% |
| All | +1,063.8% | +12,137.2% | -11,073.4% | +65.6% |
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