+1,464.2%
LULU vs UPRO
+13,844.7%
-12,380.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -20.3% |
| 3M | -17.8% | +7.5% | -25.3% | -20.8% |
| 6M | -41.3% | +33.2% | -74.5% | -48.4% |
| YTD | -52.0% | +27.7% | -79.7% | -57.1% |
| 1Y | -39.8% | +43.0% | -82.9% | -48.9% |
| 3Y | -74.8% | +224.4% | -299.3% | -85.5% |
| 5Y | -76.3% | +135.9% | -212.2% | -85.5% |
| 10Y | +53.9% | +1,232.5% | -1,178.6% | -63.6% |
| All | +1,464.2% | +13,844.7% | -12,380.5% | -17.9% |
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