+258.5%
OKE vs UPRO
+1,258.3%
-999.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | 0.0% |
| 7D | +1.2% | -2.5% | +3.8% | +2.2% |
| 30D | +4.5% | -4.2% | +8.7% | +6.0% |
| 3M | +9.6% | +8.1% | +1.6% | +5.2% |
| 6M | +15.4% | +35.2% | -19.9% | -0.4% |
| YTD | +36.5% | +28.4% | +8.0% | +19.4% |
| 1Y | +39.0% | +39.3% | -0.3% | +16.6% |
| 3Y | +74.3% | +219.9% | -145.6% | -3.3% |
| 5Y | +141.2% | +142.8% | -1.6% | +34.6% |
| All | +258.5% | +1,258.3% | -999.8% | -22.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling