+11,332.2%
UPRO vs CPB
+40.6%
+11,291.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.6% |
| 7D | -8.7% | +8.0% | -16.7% | -12.7% |
| 30D | -16.9% | +22.4% | -39.3% | -26.6% |
| 3M | -15.3% | +2.5% | -17.8% | -18.0% |
| 6M | -5.7% | +12.2% | -17.9% | -15.1% |
| YTD | +12.1% | -12.8% | +24.9% | +15.7% |
| 1Y | +16.4% | -19.2% | +35.6% | +25.4% |
| 3Y | +210.5% | -35.6% | +246.1% | +262.6% |
| 5Y | +82.4% | -31.4% | +113.8% | +94.1% |
| 10Y | +1,144.5% | -37.9% | +1,182.5% | +1,220.0% |
| All | +11,332.2% | +40.6% | +11,291.6% | +2,877.4% |
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