+345.4%
XLE vs UPRO
+12,137.2%
-11,791.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.3% |
| 7D | -12.0% | -8.7% | -3.3% | -9.6% |
| 30D | -2.7% | -16.9% | +14.2% | +2.9% |
| 3M | +6.6% | -15.3% | +21.8% | +11.6% |
| 6M | +9.5% | -5.7% | +15.2% | +9.0% |
| YTD | +40.6% | +12.1% | +28.5% | +29.3% |
| 1Y | +43.6% | +16.4% | +27.2% | +29.8% |
| 3Y | +58.1% | +210.5% | -152.4% | -7.5% |
| 5Y | +152.2% | +82.4% | +69.8% | +61.0% |
| 10Y | +172.9% | +1,144.5% | -971.6% | -34.8% |
| All | +345.4% | +12,137.2% | -11,791.8% | -65.3% |
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