+1,599.7%
JCI vs UPRO
+14,289.1%
-12,689.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.3% |
| 7D | +3.8% | +0.1% | +3.8% | +3.8% |
| 30D | -5.7% | -0.9% | -4.8% | -5.5% |
| 3M | -1.4% | +1.9% | -3.3% | -2.4% |
| 6M | +4.1% | +33.1% | -29.0% | -6.0% |
| YTD | +21.7% | +31.8% | -10.0% | +9.9% |
| 1Y | +36.1% | +48.3% | -12.1% | +17.6% |
| 3Y | +154.4% | +221.5% | -67.0% | +64.2% |
| 5Y | +112.0% | +136.7% | -24.7% | +40.3% |
| 10Y | +322.2% | +1,179.2% | -856.9% | +33.9% |
| All | +1,599.7% | +14,289.1% | -12,689.4% | +112.5% |
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 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