-8.6%
CBRE vs UPRO
+51.4%
-60.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | -2.0% | +0.1% | -2.0% | -2.0% |
| 30D | -2.2% | -0.9% | -1.3% | -2.0% |
| 3M | +12.9% | +1.9% | +11.0% | +12.3% |
| 6M | +4.3% | +33.1% | -28.8% | -5.6% |
| YTD | -8.0% | +31.8% | -39.8% | -16.2% |
| 1Y | -8.6% | +48.3% | -56.8% | -21.1% |
| All | -8.6% | +51.4% | -60.0% | -21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling