-45.6%
CHTR vs UPRO
+29.4%
-75.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.9% | +0.8% | +5.4% |
| 7D | +14.1% | -2.6% | +16.7% | +14.1% |
| 30D | +11.6% | -4.3% | +15.9% | +11.7% |
| 3M | -21.4% | -4.3% | -17.1% | -21.3% |
| 6M | -27.3% | +14.7% | -42.0% | -28.0% |
| YTD | -42.4% | +28.0% | -70.4% | -42.9% |
| 1Y | -45.6% | +29.8% | -75.4% | -46.1% |
| All | -45.6% | +29.4% | -75.0% | -46.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling