+97.5%
OXY vs UPRO
+95.9%
+1.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.9% |
| 7D | +4.2% | +7.4% | -3.2% | +2.6% |
| 30D | -4.3% | -7.9% | +3.6% | -3.1% |
| 3M | +2.3% | -12.0% | +14.3% | +4.3% |
| 6M | +5.5% | -2.0% | +7.5% | +4.2% |
| YTD | +44.9% | +20.4% | +24.5% | +34.5% |
| 1Y | +42.6% | +24.5% | +18.1% | +30.8% |
| 3Y | +0.7% | +224.4% | -223.6% | -32.1% |
| All | +97.5% | +95.9% | +1.6% | +47.0% |
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 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