+69.3%
CCI vs UPRO
+1,087.5%
-1,018.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.5% |
| 7D | +2.5% | +7.4% | -4.9% | +0.8% |
| 30D | +14.4% | -7.9% | +22.3% | +16.0% |
| 3M | +21.7% | -12.0% | +33.7% | +24.5% |
| 6M | +4.0% | -2.0% | +6.0% | +3.2% |
| YTD | +6.2% | +20.4% | -14.2% | 0.0% |
| 1Y | +5.4% | +24.5% | -19.1% | -1.6% |
| 3Y | +11.7% | +224.4% | -212.6% | -22.3% |
| 5Y | -35.6% | +97.6% | -133.2% | -52.5% |
| All | +69.3% | +1,087.5% | -1,018.2% | -30.6% |
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 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