+76.3%
CL vs UPRO
+1,163.1%
-1,086.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +7.0% | -5.5% | +0.5% |
| 7D | +0.5% | -0.9% | +1.4% | +0.5% |
| 30D | +11.6% | -11.4% | +23.0% | +13.2% |
| 3M | +5.6% | -10.9% | +16.5% | +6.9% |
| 6M | +13.2% | -0.5% | +13.7% | +12.2% |
| YTD | +26.9% | +19.9% | +7.0% | +22.0% |
| 1Y | +27.3% | +24.2% | +3.1% | +21.5% |
| 3Y | +39.7% | +236.9% | -197.2% | +8.5% |
| 5Y | +41.3% | +96.6% | -55.2% | +14.6% |
| 10Y | +76.3% | +1,091.6% | -1,015.3% | -12.1% |
| All | +76.3% | +1,163.1% | -1,086.9% | -12.1% |
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 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