-53.4%
USO vs UPRO
+14,289.1%
-14,342.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.2% |
| 7D | +9.5% | +0.1% | +9.4% | +9.4% |
| 30D | +23.6% | -0.9% | +24.5% | +23.7% |
| 3M | +3.8% | +1.9% | +1.9% | +2.4% |
| 6M | +55.0% | +33.1% | +21.9% | +41.4% |
| YTD | +105.3% | +31.8% | +73.5% | +87.0% |
| 1Y | +91.4% | +48.3% | +43.1% | +68.7% |
| 3Y | +84.6% | +221.5% | -136.9% | +26.2% |
| 5Y | +191.7% | +136.7% | +55.0% | +98.4% |
| 10Y | +73.3% | +1,179.2% | -1,105.9% | -39.9% |
| All | -53.4% | +14,289.1% | -14,342.4% | -94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 all: compounded portfolio wealth divided by compounded UPRO 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…
all analysis · Full analysis span regression · 6 months rolling