+212.3%
UPRO vs XPO
+151.2%
+61.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.3% |
| 7D | -6.0% | -1.3% | -4.7% | -5.5% |
| 30D | -5.8% | -10.4% | +4.6% | -0.7% |
| 3M | +10.8% | -15.7% | +26.5% | +19.9% |
| 6M | +31.6% | -6.3% | +37.9% | +34.2% |
| YTD | +25.4% | +34.2% | -8.8% | +4.4% |
| 1Y | +39.2% | +39.9% | -0.7% | +11.4% |
| All | +212.3% | +151.2% | +61.1% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 3y: compounded portfolio wealth divided by compounded XPO 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…
3y analysis · Full analysis span regression · 6 months rolling