+1,186.4%
UPRO vs CAKE
+155.4%
+1,031.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +1.6% |
| 7D | -2.5% | -4.5% | +2.0% | +0.1% |
| 30D | -4.2% | -12.4% | +8.2% | +2.8% |
| 3M | +8.1% | +37.3% | -29.3% | -12.7% |
| 6M | +35.2% | +70.7% | -35.5% | -5.1% |
| YTD | +28.4% | +106.0% | -77.5% | -20.1% |
| 1Y | +39.3% | +79.7% | -40.4% | -6.9% |
| 3Y | +219.9% | +267.8% | -47.9% | +35.7% |
| 5Y | +142.8% | +159.9% | -17.1% | +22.4% |
| All | +1,186.4% | +155.4% | +1,031.0% | +366.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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