+224.4%
UPRO vs XPO
+133.2%
+91.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.5% | -2.4% |
| 7D | +7.4% | +9.0% | -1.5% | +2.9% |
| 30D | -7.9% | +4.2% | -12.1% | -9.7% |
| 3M | -12.0% | -8.7% | -3.4% | -8.2% |
| 6M | -2.0% | -2.8% | +0.8% | -1.6% |
| YTD | +20.4% | +41.9% | -21.5% | -3.0% |
| 1Y | +24.5% | +42.3% | -17.8% | -0.3% |
| 3Y | +224.4% | +127.3% | +97.1% | +100.6% |
| All | +224.4% | +133.2% | +91.1% | +100.6% |
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