+39.0%
OKE vs UPRO
+41.4%
-2.5%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +1.3% |
| 7D | +1.2% | -2.5% | +3.8% | +0.8% |
| 30D | +4.5% | -4.2% | +8.7% | +3.8% |
| 3M | +9.6% | +8.1% | +1.6% | +11.2% |
| 6M | +15.4% | +35.2% | -19.9% | +21.0% |
| YTD | +36.5% | +28.4% | +8.0% | +42.7% |
| 1Y | +39.0% | +39.3% | -0.3% | +46.3% |
| All | +39.0% | +41.4% | -2.5% | +46.3% |
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