+71.8%
LMT vs UPRO
+133.2%
-61.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -2.1% |
| 7D | -1.3% | -1.3% | 0.0% | -1.2% |
| 30D | -12.5% | -5.0% | -7.5% | -12.2% |
| 3M | -0.5% | +7.5% | -8.0% | -1.2% |
| 6M | -20.0% | +33.2% | -53.3% | -22.1% |
| YTD | +10.4% | +27.7% | -17.3% | +7.8% |
| 1Y | +17.7% | +43.0% | -25.3% | +13.8% |
| 3Y | +34.3% | +224.4% | -190.2% | +17.7% |
| 5Y | +71.8% | +135.9% | -64.0% | +45.4% |
| All | +71.8% | +133.2% | -61.3% | +45.4% |
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