+189.0%
CDE vs UPRO
+137.8%
+51.2%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.4% | -1.3% | -0.1% |
| 7D | -3.1% | -2.5% | -0.6% | -1.8% |
| 30D | +9.5% | -4.2% | +13.7% | +12.0% |
| 3M | +25.5% | +8.1% | +17.4% | +21.2% |
| 6M | -7.9% | +35.2% | -43.1% | -19.5% |
| YTD | +15.6% | +28.4% | -12.9% | +3.9% |
| 1Y | +34.0% | +39.3% | -5.2% | +16.1% |
| 3Y | +791.9% | +219.9% | +572.0% | +417.2% |
| All | +189.0% | +137.8% | +51.2% | +70.2% |
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