-40.3%
LULU vs UPRO
+41.4%
-81.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.4% | -0.3% | +1.1% |
| 7D | -1.6% | -2.5% | +0.9% | -0.6% |
| 30D | -18.1% | -4.2% | -13.9% | -16.6% |
| 3M | -18.8% | +8.1% | -26.8% | -21.9% |
| 6M | -39.2% | +35.2% | -74.4% | -47.8% |
| YTD | -52.4% | +28.4% | -80.8% | -57.9% |
| 1Y | -40.3% | +39.3% | -79.6% | -50.1% |
| All | -40.3% | +41.4% | -81.7% | -50.1% |
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 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