+1,155.8%
UPRO vs SCCO
+1,108.1%
+47.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.2% | +5.4% | +3.7% |
| 7D | -6.0% | -2.7% | -3.3% | -4.5% |
| 30D | -5.8% | -0.2% | -5.6% | -7.2% |
| 3M | +10.8% | +17.8% | -6.9% | -5.1% |
| 6M | +31.6% | +2.3% | +29.3% | +23.7% |
| YTD | +25.4% | +41.6% | -16.2% | -14.2% |
| 1Y | +39.2% | +101.9% | -62.6% | -30.2% |
| 3Y | +218.5% | +186.2% | +32.3% | +9.1% |
| 5Y | +137.1% | +309.7% | -172.6% | -45.1% |
| All | +1,155.8% | +1,108.1% | +47.7% | +23.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling