+166.9%
XLE vs UPRO
+95.9%
+71.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.2% |
| 7D | +5.4% | +7.4% | -2.0% | +4.0% |
| 30D | -3.9% | -7.9% | +3.9% | -2.8% |
| 3M | +7.0% | -12.0% | +19.0% | +9.0% |
| 6M | +14.2% | -2.0% | +16.2% | +13.1% |
| YTD | +48.2% | +20.4% | +27.8% | +39.4% |
| 1Y | +47.7% | +24.5% | +23.2% | +37.6% |
| 3Y | +70.0% | +224.4% | -154.4% | +22.4% |
| All | +166.9% | +95.9% | +71.0% | +101.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling