+1,036.6%
CDNS vs UPRO
+1,162.5%
-126.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.8% |
| 7D | -7.2% | -1.3% | -5.9% | -6.7% |
| 30D | -14.3% | -5.0% | -9.2% | -12.3% |
| 3M | -27.2% | +7.5% | -34.7% | -29.7% |
| 6M | -4.5% | +33.2% | -37.7% | -16.1% |
| YTD | -9.0% | +27.7% | -36.7% | -18.5% |
| 1Y | -21.3% | +43.0% | -64.4% | -33.2% |
| 3Y | +19.6% | +224.4% | -204.9% | -30.4% |
| 5Y | +71.5% | +135.9% | -64.3% | +5.9% |
| 10Y | +1,036.6% | +1,232.5% | -195.9% | +203.8% |
| All | +1,036.6% | +1,162.5% | -126.0% | +203.8% |
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