+1,095.1%
UPRO vs CPB
-38.9%
+1,134.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.1% | -4.4% | -2.2% |
| 7D | +7.4% | -1.6% | +9.0% | +7.9% |
| 30D | -7.9% | +19.2% | -27.1% | -13.5% |
| 3M | -12.0% | -1.0% | -11.0% | -12.5% |
| 6M | -2.0% | +15.2% | -17.2% | -8.5% |
| YTD | +20.4% | -13.1% | +33.5% | +23.7% |
| 1Y | +24.5% | -22.4% | +47.0% | +33.7% |
| 3Y | +224.4% | -35.3% | +259.7% | +260.8% |
| 5Y | +97.6% | -33.0% | +130.6% | +112.3% |
| All | +1,095.1% | -38.9% | +1,134.0% | +1,205.9% |
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