-41.3%
LULU vs UPRO
+40.5%
-81.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.4% | -1.9% | -2.8% |
| 7D | -16.9% | -1.3% | -15.6% | -16.4% |
| 30D | -22.0% | -5.0% | -16.9% | -20.5% |
| 3M | -17.8% | +7.5% | -25.3% | -20.7% |
| 6M | -41.3% | +33.2% | -74.5% | -49.0% |
| All | -41.3% | +40.5% | -81.8% | -49.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling