+52.6%
XOM vs UPRO
+29.4%
+23.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.9% | -9.5% | -3.4% |
| 7D | -7.0% | -2.6% | -4.4% | -7.4% |
| 30D | +3.2% | -4.3% | +7.5% | +2.4% |
| 3M | +10.7% | -4.3% | +15.0% | +10.1% |
| 6M | +11.6% | +14.7% | -3.1% | +15.9% |
| YTD | +43.5% | +28.0% | +15.5% | +54.5% |
| 1Y | +52.6% | +29.8% | +22.8% | +64.8% |
| All | +52.6% | +29.4% | +23.2% | +64.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling