+1,186.4%
UPRO vs SCCO
+1,104.1%
+82.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.8% | +2.7% |
| 7D | -2.5% | -2.7% | +0.1% | -1.0% |
| 30D | -4.2% | -0.7% | -3.5% | -5.3% |
| 3M | +8.1% | +8.1% | 0.0% | -0.9% |
| 6M | +35.2% | +4.1% | +31.1% | +25.4% |
| YTD | +28.4% | +41.1% | -12.7% | -11.8% |
| 1Y | +39.3% | +95.6% | -56.3% | -28.3% |
| 3Y | +219.9% | +179.3% | +40.6% | +12.0% |
| 5Y | +142.8% | +308.3% | -165.5% | -43.6% |
| All | +1,186.4% | +1,104.1% | +82.3% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded SCCO 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling