+813.5%
CCJ vs UPRO
+1,130.0%
-316.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.9% | -1.9% | +0.6% |
| 7D | +3.7% | -3.8% | +7.5% | +4.9% |
| 30D | -13.7% | -8.9% | -4.9% | -10.9% |
| 3M | -24.7% | -7.4% | -17.3% | -22.6% |
| 6M | -38.1% | +1.6% | -39.7% | -38.4% |
| YTD | -18.8% | +23.2% | -41.9% | -24.3% |
| 1Y | -19.5% | +21.2% | -40.8% | -24.5% |
| 3Y | +75.9% | +230.8% | -154.9% | +15.6% |
| 5Y | +173.1% | +106.7% | +66.4% | +94.7% |
| 10Y | +813.5% | +1,125.0% | -311.5% | +212.4% |
| All | +813.5% | +1,130.0% | -316.6% | +212.4% |
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