+137.1%
UPRO vs CAKE
+152.3%
-15.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.5% | -0.5% |
| 7D | -6.0% | -5.6% | -0.4% | -2.9% |
| 30D | -5.8% | -10.5% | +4.7% | -0.2% |
| 3M | +10.8% | +43.6% | -32.8% | -13.4% |
| 6M | +31.6% | +63.0% | -31.5% | -6.1% |
| YTD | +25.4% | +102.9% | -77.5% | -22.9% |
| 1Y | +39.2% | +75.6% | -36.4% | -6.9% |
| 3Y | +218.5% | +257.7% | -39.2% | +29.9% |
| 5Y | +137.1% | +156.0% | -18.9% | +8.0% |
| All | +137.1% | +152.3% | -15.3% | +8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling