+1,091.6%
UPRO vs CPB
-39.9%
+1,131.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.2% | +8.1% | +7.3% |
| 7D | -0.9% | +3.3% | -4.1% | -2.0% |
| 30D | -11.4% | +19.0% | -30.4% | -16.7% |
| 3M | -10.9% | +0.4% | -11.3% | -11.8% |
| 6M | -0.5% | +13.0% | -13.5% | -6.5% |
| YTD | +19.9% | -12.7% | +32.6% | +23.1% |
| 1Y | +24.2% | -20.9% | +45.1% | +32.3% |
| 3Y | +236.9% | -35.4% | +272.3% | +275.4% |
| 5Y | +96.6% | -32.3% | +128.8% | +110.3% |
| 10Y | +1,091.6% | -40.5% | +1,132.1% | +1,238.6% |
| All | +1,091.6% | -39.9% | +1,131.5% | +1,238.6% |
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