+272.1%
CNQ vs UPRO
+137.8%
+134.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.1% |
| 7D | +0.1% | -2.5% | +2.7% | +0.7% |
| 30D | +6.2% | -4.2% | +10.4% | +7.1% |
| 3M | +12.4% | +8.1% | +4.3% | +9.6% |
| 6M | +9.0% | +35.2% | -26.2% | -0.4% |
| YTD | +52.2% | +28.4% | +23.8% | +40.4% |
| 1Y | +65.0% | +39.3% | +25.8% | +48.3% |
| 3Y | +78.8% | +219.9% | -141.1% | +21.8% |
| All | +272.1% | +137.8% | +134.3% | +151.3% |
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