+377.3%
CCJ vs UPRO
+14,289.1%
-13,911.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.6% |
| 7D | +0.7% | +0.1% | +0.7% | +0.7% |
| 30D | +6.9% | -0.9% | +7.8% | +7.3% |
| 3M | -11.6% | +1.9% | -13.6% | -12.2% |
| 6M | -16.2% | +33.1% | -49.3% | -24.7% |
| YTD | +10.1% | +31.8% | -21.7% | -0.6% |
| 1Y | +32.3% | +48.3% | -16.0% | +14.3% |
| 3Y | +171.3% | +221.5% | -50.2% | +69.2% |
| 5Y | +372.4% | +136.7% | +235.6% | +207.8% |
| 10Y | +1,070.0% | +1,179.2% | -109.1% | +210.7% |
| All | +377.3% | +14,289.1% | -13,911.8% | -63.3% |
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