+57.8%
CDE vs UPRO
+14,044.6%
-13,986.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.7% | -1.0% | -2.0% |
| 7D | +2.3% | +1.5% | +0.8% | +1.7% |
| 30D | +18.8% | -3.7% | +22.5% | +20.8% |
| 3M | +23.5% | +8.0% | +15.5% | +20.0% |
| 6M | -8.6% | +38.7% | -47.3% | -19.6% |
| YTD | +16.0% | +29.5% | -13.5% | +5.4% |
| 1Y | +42.1% | +46.1% | -4.0% | +22.8% |
| 3Y | +835.9% | +229.1% | +606.8% | +458.6% |
| 5Y | +197.6% | +136.0% | +61.6% | +86.5% |
| 10Y | +39.6% | +1,155.3% | -1,115.7% | -65.8% |
| All | +57.8% | +14,044.6% | -13,986.9% | -92.7% |
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 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