+32.4%
CVS vs UPRO
+140.2%
-107.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.3% |
| 7D | +4.0% | +0.1% | +3.9% | +3.9% |
| 30D | -2.4% | -0.9% | -1.5% | -2.3% |
| 3M | +2.7% | +1.9% | +0.7% | +2.0% |
| 6M | +21.9% | +33.1% | -11.2% | +15.8% |
| YTD | +24.7% | +31.8% | -7.0% | +18.4% |
| 1Y | +35.4% | +48.3% | -12.8% | +25.8% |
| 3Y | +65.2% | +221.5% | -156.3% | +29.0% |
| All | +32.4% | +140.2% | -107.8% | +1.5% |
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 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