-50.8%
CCI vs UPRO
+136.1%
-187.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.5% |
| 7D | +0.2% | +1.5% | -1.3% | -0.1% |
| 30D | +0.5% | -3.7% | +4.2% | +1.1% |
| 3M | -16.3% | +8.0% | -24.3% | -17.7% |
| 6M | -13.9% | +38.7% | -52.6% | -19.6% |
| YTD | -12.4% | +29.5% | -42.0% | -17.3% |
| 1Y | -15.2% | +46.1% | -61.3% | -21.9% |
| 3Y | -9.9% | +229.1% | -239.0% | -35.2% |
| 5Y | -50.8% | +136.0% | -186.8% | -64.7% |
| All | -50.8% | +136.1% | -187.0% | -64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling