+13,342.5%
UPRO vs CPB
+29.9%
+13,312.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | +0.8% |
| 7D | +0.1% | -8.6% | +8.7% | +5.0% |
| 30D | -0.9% | -7.2% | +6.4% | +2.9% |
| 3M | +1.9% | +0.9% | +1.0% | -0.8% |
| 6M | +33.1% | -11.8% | +44.9% | +39.2% |
| YTD | +31.8% | -19.4% | +51.2% | +44.2% |
| 1Y | +48.3% | -30.4% | +78.7% | +76.0% |
| 3Y | +221.5% | -40.2% | +261.6% | +294.2% |
| 5Y | +136.7% | -39.5% | +176.3% | +177.2% |
| 10Y | +1,179.2% | -47.4% | +1,226.6% | +1,518.0% |
| All | +13,342.5% | +29.9% | +13,312.6% | +3,611.9% |
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 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