+161.6%
OXY vs UPRO
+133.2%
+28.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.4% |
| 7D | +0.6% | -1.3% | +1.9% | +0.9% |
| 30D | +4.5% | -5.0% | +9.5% | +5.6% |
| 3M | +8.9% | +7.5% | +1.4% | +6.2% |
| 6M | +12.5% | +33.2% | -20.8% | +2.7% |
| YTD | +50.5% | +27.7% | +22.8% | +38.5% |
| 1Y | +38.6% | +43.0% | -4.4% | +23.0% |
| 3Y | -1.2% | +224.4% | -225.7% | -33.7% |
| 5Y | +161.6% | +135.9% | +25.8% | +84.1% |
| All | +161.6% | +133.2% | +28.5% | +84.1% |
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