+13,114.2%
UPRO vs CAKE
+796.3%
+12,317.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.5% |
| 7D | +1.5% | -1.1% | +2.5% | +2.2% |
| 30D | -3.7% | +0.4% | -4.1% | -4.9% |
| 3M | +8.0% | +59.9% | -51.9% | -24.2% |
| 6M | +38.7% | +75.1% | -36.4% | -9.5% |
| YTD | +29.5% | +115.0% | -85.5% | -27.3% |
| 1Y | +46.1% | +81.6% | -35.5% | -9.1% |
| 3Y | +229.1% | +279.1% | -50.0% | +18.2% |
| 5Y | +136.0% | +170.6% | -34.6% | +2.2% |
| 10Y | +1,155.3% | +160.3% | +995.0% | +306.3% |
| All | +13,114.2% | +796.3% | +12,317.9% | +1,280.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling