+51.7%
XOP vs UPRO
+1,087.5%
-1,035.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.2% | +1.4% |
| 7D | +6.3% | +7.4% | -1.1% | +3.3% |
| 30D | -6.6% | -7.9% | +1.3% | -4.5% |
| 3M | +3.6% | -12.0% | +15.6% | +7.3% |
| 6M | +10.8% | -2.0% | +12.7% | +8.3% |
| YTD | +48.3% | +20.4% | +27.9% | +30.5% |
| 1Y | +42.9% | +24.5% | +18.4% | +23.7% |
| 3Y | +43.3% | +224.4% | -181.1% | -23.2% |
| 5Y | +94.0% | +97.6% | -3.7% | +15.8% |
| All | +51.7% | +1,087.5% | -1,035.8% | -66.4% |
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