+119.2%
ORLY vs UPRO
+137.8%
-18.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.1% | 0.0% |
| 7D | -2.4% | -2.5% | +0.2% | -2.0% |
| 30D | -6.8% | -4.2% | -2.5% | -6.2% |
| 3M | -4.8% | +8.1% | -12.8% | -6.0% |
| 6M | -9.1% | +35.2% | -44.3% | -13.6% |
| YTD | -5.9% | +28.4% | -34.3% | -10.0% |
| 1Y | -20.4% | +39.3% | -59.7% | -25.1% |
| 3Y | +36.6% | +219.9% | -183.3% | +7.4% |
| All | +119.2% | +137.8% | -18.7% | +73.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling