+105.1%
CTVA vs UPRO
+133.2%
-28.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.0% |
| 7D | -5.8% | -1.3% | -4.5% | -5.6% |
| 30D | +11.1% | -5.0% | +16.1% | +12.2% |
| 3M | +13.2% | +7.5% | +5.7% | +10.9% |
| 6M | +8.7% | +33.2% | -24.5% | +1.0% |
| YTD | +27.3% | +27.7% | -0.4% | +19.2% |
| 1Y | +18.0% | +43.0% | -25.0% | +7.2% |
| 3Y | +76.5% | +224.4% | -148.0% | +28.3% |
| 5Y | +105.1% | +135.9% | -30.8% | +49.0% |
| All | +105.1% | +133.2% | -28.1% | +49.0% |
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