+416.4%
CSX vs UPRO
+1,130.0%
-713.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.9% | -2.3% | +0.3% |
| 7D | -0.3% | -3.8% | +3.5% | +0.6% |
| 30D | +8.7% | -8.9% | +17.5% | +11.3% |
| 3M | +4.2% | -7.4% | +11.6% | +5.9% |
| 6M | +16.7% | +1.6% | +15.1% | +14.0% |
| YTD | +44.5% | +23.2% | +21.3% | +31.3% |
| 1Y | +50.3% | +21.2% | +29.0% | +37.1% |
| 3Y | +76.3% | +230.8% | -154.5% | +6.8% |
| 5Y | +58.1% | +106.7% | -48.5% | +3.5% |
| 10Y | +416.4% | +1,125.0% | -708.6% | +49.9% |
| All | +416.4% | +1,130.0% | -713.6% | +49.9% |
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