+163.9%
XLE vs UPRO
+1,163.1%
-999.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +7.0% | -6.4% | -1.6% |
| 7D | -7.9% | -0.9% | -7.0% | -8.1% |
| 30D | -4.8% | -11.4% | +6.6% | -1.9% |
| 3M | +8.4% | -10.9% | +19.3% | +11.2% |
| 6M | +12.7% | -0.5% | +13.2% | +10.3% |
| YTD | +41.3% | +19.9% | +21.4% | +28.2% |
| 1Y | +42.3% | +24.2% | +18.1% | +27.2% |
| 3Y | +65.1% | +236.9% | -171.9% | -2.0% |
| 5Y | +150.2% | +96.6% | +53.6% | +62.8% |
| 10Y | +163.9% | +1,091.6% | -927.7% | -26.9% |
| All | +163.9% | +1,163.1% | -999.2% | -26.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling