+335.1%
CVS vs UPRO
+13,348.2%
-13,013.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.9% | -3.3% | -0.3% |
| 7D | +12.0% | -3.8% | +15.7% | +12.5% |
| 30D | +2.8% | -8.9% | +11.6% | +4.2% |
| 3M | -3.6% | -7.4% | +3.9% | -2.7% |
| 6M | -1.6% | +1.6% | -3.2% | -3.5% |
| YTD | +16.3% | +23.2% | -6.9% | +8.1% |
| 1Y | +15.5% | +21.2% | -5.7% | +7.7% |
| 3Y | +48.1% | +230.8% | -182.7% | +2.2% |
| 5Y | +12.3% | +106.7% | -94.4% | -18.9% |
| 10Y | +62.7% | +1,125.0% | -1,062.3% | -37.4% |
| All | +335.1% | +13,348.2% | -13,013.1% | -17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling