+581.1%
UPRO vs CLBK
+65.6%
+515.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.4% | -2.3% |
| 7D | -6.0% | -1.4% | -4.6% | -4.9% |
| 30D | -5.8% | +4.5% | -10.3% | -9.5% |
| 3M | +10.8% | +22.8% | -12.0% | -8.4% |
| 6M | +31.6% | +43.4% | -11.9% | -5.0% |
| YTD | +25.4% | +64.1% | -38.7% | -20.6% |
| 1Y | +39.2% | +67.6% | -28.3% | -14.7% |
| 3Y | +218.5% | +53.3% | +165.2% | +98.5% |
| 5Y | +137.1% | +44.8% | +92.2% | +28.4% |
| All | +581.1% | +65.6% | +515.5% | +272.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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