+1,155.3%
UPRO vs CPB
-45.7%
+1,200.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.5% | -2.3% |
| 7D | +1.5% | -8.2% | +9.7% | +4.4% |
| 30D | -3.7% | -5.6% | +1.9% | -2.1% |
| 3M | +8.0% | +3.0% | +5.0% | +5.6% |
| 6M | +38.7% | -12.7% | +51.4% | +43.8% |
| YTD | +29.5% | -18.0% | +47.5% | +36.7% |
| 1Y | +46.1% | -31.7% | +77.8% | +65.3% |
| 3Y | +229.1% | -41.0% | +270.0% | +281.6% |
| 5Y | +136.0% | -38.4% | +174.4% | +163.9% |
| 10Y | +1,155.3% | -45.0% | +1,200.2% | +1,420.0% |
| All | +1,155.3% | -45.7% | +1,200.9% | +1,420.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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