+18.8%
UPRO vs LBRT
-25.2%
+44.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +8.1% | -1.2% | +5.4% |
| 7D | -0.9% | -11.9% | +11.0% | +0.8% |
| 30D | -11.4% | -31.9% | +20.5% | -6.5% |
| 3M | -10.9% | -34.9% | +24.0% | -5.7% |
| 6M | -0.5% | -60.7% | +60.1% | +11.7% |
| YTD | +19.9% | -29.2% | +49.1% | +13.4% |
| All | +18.8% | -25.2% | +44.0% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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