+71.6%
CDNS vs UPRO
+136.1%
-64.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -2.1% |
| 7D | -9.2% | +1.5% | -10.7% | -9.9% |
| 30D | -16.3% | -3.7% | -12.5% | -14.7% |
| 3M | -27.9% | +8.0% | -35.9% | -30.9% |
| 6M | -4.3% | +38.7% | -43.0% | -18.9% |
| YTD | -9.1% | +29.5% | -38.7% | -20.4% |
| 1Y | -21.2% | +46.1% | -67.3% | -35.1% |
| 3Y | +19.4% | +229.1% | -209.7% | -35.6% |
| 5Y | +71.6% | +136.0% | -64.4% | +3.5% |
| All | +71.6% | +136.1% | -64.5% | +3.5% |
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