+9,612.4%
SOXL vs UPRO
+6,485.6%
+3,126.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -1.2% | -9.8% | -9.2% |
| 7D | +26.9% | +7.4% | +19.5% | +16.7% |
| 30D | -47.2% | -7.9% | -39.4% | -33.3% |
| 3M | -59.9% | -12.0% | -47.8% | -44.7% |
| 6M | -68.3% | -2.0% | -66.4% | -57.3% |
| YTD | +38.8% | +20.4% | +18.5% | +52.7% |
| 1Y | +48.8% | +24.5% | +24.3% | +60.5% |
| 3Y | +196.5% | +224.4% | -27.9% | +35.7% |
| 5Y | -5.0% | +97.6% | -102.7% | +21.1% |
| 10Y | +1,914.5% | +1,097.3% | +817.2% | +279.3% |
| All | +9,612.4% | +6,485.6% | +3,126.8% | +150.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling