+12,127.5%
UPRO vs CPB
+40.7%
+12,086.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.2% | +8.1% | +7.6% |
| 7D | -0.9% | +3.3% | -4.1% | -2.8% |
| 30D | -11.4% | +19.0% | -30.4% | -20.5% |
| 3M | -10.9% | +0.4% | -11.3% | -12.8% |
| 6M | -0.5% | +13.0% | -13.5% | -10.8% |
| YTD | +19.9% | -12.7% | +32.6% | +23.6% |
| 1Y | +24.2% | -20.9% | +45.1% | +35.7% |
| 3Y | +236.9% | -35.4% | +272.3% | +292.7% |
| 5Y | +96.6% | -32.3% | +128.8% | +111.3% |
| 10Y | +1,091.6% | -40.5% | +1,132.1% | +1,240.5% |
| All | +12,127.5% | +40.7% | +12,086.8% | +3,081.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling