+4,921.3%
SOXL vs UPRO
+1,258.3%
+3,663.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.4% | +2.8% | +1.5% |
| 7D | +3.9% | -2.5% | +6.4% | +8.0% |
| 30D | -14.3% | -4.2% | -10.1% | -8.5% |
| 3M | -45.6% | +8.1% | -53.7% | -47.6% |
| 6M | +117.2% | +35.2% | +81.9% | +68.1% |
| YTD | +189.8% | +28.4% | +161.4% | +150.2% |
| 1Y | +317.7% | +39.3% | +278.5% | +243.2% |
| 3Y | +478.6% | +219.9% | +258.7% | +121.5% |
| 5Y | +169.5% | +142.8% | +26.7% | +116.5% |
| All | +4,921.3% | +1,258.3% | +3,663.0% | +554.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling