+999.9%
LMT vs UPRO
+14,289.1%
-13,289.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.2% |
| 7D | -6.3% | +0.1% | -6.3% | -6.3% |
| 30D | -8.5% | -0.9% | -7.6% | -8.4% |
| 3M | +1.8% | +1.9% | -0.1% | +0.9% |
| 6M | -19.9% | +33.1% | -53.0% | -25.3% |
| YTD | +10.6% | +31.8% | -21.2% | +3.2% |
| 1Y | +17.9% | +48.3% | -30.3% | +6.9% |
| 3Y | +27.0% | +221.5% | -194.5% | -7.9% |
| 5Y | +68.7% | +136.7% | -68.1% | +21.4% |
| 10Y | +181.1% | +1,179.2% | -998.1% | +14.8% |
| All | +999.9% | +14,289.1% | -13,289.2% | +136.1% |
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