+292.2%
RCL vs UPRO
+95.9%
+196.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +1.1% |
| 7D | -1.2% | +7.4% | -8.6% | -5.2% |
| 30D | +17.8% | -7.9% | +25.7% | +22.3% |
| 3M | +4.9% | -12.0% | +17.0% | +11.4% |
| 6M | +23.7% | -2.0% | +25.7% | +22.8% |
| YTD | +17.8% | +20.4% | -2.6% | +3.9% |
| 1Y | +28.9% | +24.5% | +4.4% | +11.2% |
| 3Y | +241.9% | +224.4% | +17.5% | +61.1% |
| All | +292.2% | +95.9% | +196.3% | +121.3% |
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 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