+32.3%
CTVA vs UPRO
+102.9%
-70.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -24.3% | -1.0% | -23.3% | -24.1% |
| 7D | -23.7% | +9.7% | -33.3% | -25.0% |
| 30D | -31.2% | -9.8% | -21.5% | -30.0% |
| 3M | -18.7% | -9.1% | -9.6% | -17.6% |
| 6M | -25.5% | +0.9% | -26.4% | -26.5% |
| YTD | -8.0% | +21.9% | -29.9% | -13.3% |
| 1Y | -7.0% | +19.8% | -26.8% | -12.2% |
| 3Y | +45.2% | +227.4% | -182.2% | +6.0% |
| 5Y | +32.3% | +100.1% | -67.8% | +0.9% |
| All | +32.3% | +102.9% | -70.6% | +0.9% |
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 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