+37.0%
SHEL vs UPRO
+38.4%
-1.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.4% |
| 7D | +3.9% | -6.0% | +9.9% | +3.8% |
| 30D | +7.0% | -5.8% | +12.7% | +6.9% |
| 3M | +12.5% | +10.8% | +1.7% | +11.9% |
| 6M | +14.8% | +31.6% | -16.8% | +13.4% |
| YTD | +34.2% | +25.4% | +8.8% | +33.3% |
| 1Y | +37.0% | +39.2% | -2.2% | +39.2% |
| All | +37.0% | +38.4% | -1.4% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling