+78.9%
CTVA vs UPRO
+230.2%
-151.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.9% |
| 7D | -2.1% | +1.5% | -3.5% | -2.4% |
| 30D | +12.0% | -3.7% | +15.8% | +12.8% |
| 3M | +13.5% | +8.0% | +5.5% | +11.2% |
| 6M | +12.1% | +38.7% | -26.5% | +3.6% |
| YTD | +29.0% | +29.5% | -0.5% | +20.8% |
| 1Y | +18.9% | +46.1% | -27.2% | +7.7% |
| 3Y | +78.9% | +229.1% | -150.2% | +23.5% |
| All | +78.9% | +230.2% | -151.3% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling