+1,416.6%
CRS vs UPRO
+133.2%
+1,283.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.6% |
| 7D | -0.5% | -1.3% | +0.8% | +0.1% |
| 30D | -18.1% | -5.0% | -13.1% | -16.1% |
| 3M | -12.4% | +7.5% | -19.9% | -15.7% |
| 6M | +15.9% | +33.2% | -17.3% | +0.6% |
| YTD | +45.8% | +27.7% | +18.1% | +28.3% |
| 1Y | +87.8% | +43.0% | +44.7% | +56.2% |
| 3Y | +648.7% | +224.4% | +424.3% | +311.3% |
| 5Y | +1,416.6% | +135.9% | +1,280.8% | +761.2% |
| All | +1,416.6% | +133.2% | +1,283.5% | +761.2% |
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