+56.2%
XOP vs UPRO
+1,162.5%
-1,106.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.1% |
| 7D | +1.0% | -1.3% | +2.3% | +1.4% |
| 30D | +10.8% | -5.0% | +15.9% | +12.9% |
| 3M | +19.5% | +7.5% | +12.0% | +14.4% |
| 6M | +21.6% | +33.2% | -11.6% | +4.6% |
| YTD | +55.8% | +27.7% | +28.1% | +35.6% |
| 1Y | +54.6% | +43.0% | +11.6% | +27.4% |
| 3Y | +36.6% | +224.4% | -187.8% | -26.4% |
| 5Y | +160.6% | +135.9% | +24.8% | +44.8% |
| 10Y | +56.2% | +1,232.5% | -1,176.3% | -69.2% |
| All | +56.2% | +1,162.5% | -1,106.3% | -69.2% |
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