-51.2%
LULU vs UPRO
+51.4%
-102.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -1.2% | -16.2% | -16.9% |
| 7D | -16.7% | +0.1% | -16.8% | -16.6% |
| 30D | -18.5% | -0.9% | -17.7% | -18.2% |
| 3M | -19.5% | +1.9% | -21.4% | -20.1% |
| 6M | -41.9% | +33.1% | -75.0% | -49.9% |
| YTD | -51.6% | +31.8% | -83.4% | -57.9% |
| 1Y | -51.2% | +48.3% | -99.5% | -64.8% |
| All | -51.2% | +51.4% | -102.6% | -64.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling