+331.2%
CG vs UPRO
+1,162.5%
-831.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -3.3% |
| 7D | -6.4% | -1.3% | -5.1% | -5.8% |
| 30D | -7.1% | -5.0% | -2.0% | -4.7% |
| 3M | -1.6% | +7.5% | -9.1% | -5.2% |
| 6M | -8.3% | +33.2% | -41.6% | -20.8% |
| YTD | -23.8% | +27.7% | -51.5% | -32.8% |
| 1Y | -28.7% | +43.0% | -71.8% | -40.7% |
| 3Y | +49.2% | +224.4% | -175.3% | -16.5% |
| 5Y | +5.5% | +135.9% | -130.3% | -35.9% |
| 10Y | +331.2% | +1,232.5% | -901.3% | +11.6% |
| All | +331.2% | +1,162.5% | -831.3% | +11.6% |
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