-5.2%
SBUX vs UPRO
+133.2%
-138.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.5% |
| 7D | -6.3% | -1.3% | -5.0% | -5.9% |
| 30D | -3.9% | -5.0% | +1.2% | -2.3% |
| 3M | +3.3% | +7.5% | -4.2% | +0.1% |
| 6M | +1.4% | +33.2% | -31.8% | -9.2% |
| YTD | +21.0% | +27.7% | -6.8% | +9.5% |
| 1Y | +22.4% | +43.0% | -20.6% | +6.0% |
| 3Y | +13.2% | +224.4% | -211.2% | -30.0% |
| 5Y | -5.2% | +135.9% | -141.0% | -39.2% |
| All | -5.2% | +133.2% | -138.4% | -39.2% |
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