+1,519.4%
CBRE vs UPRO
+14,289.1%
-12,769.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | 0.0% |
| 7D | -2.0% | +0.1% | -2.0% | -2.0% |
| 30D | -2.2% | -0.9% | -1.3% | -1.8% |
| 3M | +12.9% | +1.9% | +11.0% | +10.6% |
| 6M | +4.3% | +33.1% | -28.8% | -10.5% |
| YTD | -8.0% | +31.8% | -39.8% | -20.8% |
| 1Y | -8.6% | +48.3% | -56.8% | -26.1% |
| 3Y | +71.9% | +221.5% | -149.6% | -11.0% |
| 5Y | +50.0% | +136.7% | -86.7% | -19.4% |
| 10Y | +390.1% | +1,179.2% | -789.1% | -18.9% |
| All | +1,519.4% | +14,289.1% | -12,769.7% | -55.0% |
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