-75.1%
LULU vs UPRO
+220.4%
-295.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.4% | -0.3% | +1.2% |
| 7D | -1.6% | -2.5% | +0.9% | -0.6% |
| 30D | -18.1% | -4.2% | -13.9% | -16.7% |
| 3M | -18.8% | +8.1% | -26.8% | -21.8% |
| 6M | -39.2% | +35.2% | -74.4% | -46.8% |
| YTD | -52.4% | +28.4% | -80.8% | -57.4% |
| 1Y | -40.3% | +39.3% | -79.6% | -48.6% |
| 3Y | -75.1% | +219.9% | -295.0% | -85.4% |
| All | -75.1% | +220.4% | -295.5% | -85.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling