+19.8%
UPRO vs CPB
-25.8%
+45.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | 0.0% | -1.2% |
| 7D | +9.7% | -5.8% | +15.5% | +8.6% |
| 30D | -9.8% | +16.5% | -26.2% | -7.2% |
| 3M | -9.1% | -1.1% | -8.0% | -8.5% |
| 6M | +0.9% | +11.5% | -10.6% | +3.5% |
| YTD | +21.9% | -15.7% | +37.6% | +19.9% |
| 1Y | +19.8% | -24.7% | +44.5% | +15.5% |
| All | +19.8% | -25.8% | +45.6% | +15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling