+131.2%
CTVA vs UPRO
+498.8%
-367.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -24.3% | -1.0% | -23.3% | -24.0% |
| 7D | -23.7% | +9.7% | -33.3% | -25.6% |
| 30D | -31.2% | -9.8% | -21.5% | -29.6% |
| 3M | -18.7% | -9.1% | -9.6% | -17.1% |
| 6M | -25.5% | +0.9% | -26.4% | -26.9% |
| YTD | -8.0% | +21.9% | -29.9% | -15.3% |
| 1Y | -7.0% | +19.8% | -26.8% | -14.1% |
| 3Y | +45.2% | +227.4% | -182.2% | -6.3% |
| 5Y | +32.3% | +100.1% | -67.8% | -8.4% |
| All | +131.2% | +498.8% | -367.6% | -15.2% |
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 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