+37.6%
XOP vs UPRO
+226.4%
-188.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.0% | -6.7% | -1.2% |
| 7D | -10.0% | -0.9% | -9.1% | -10.1% |
| 30D | -9.1% | -11.4% | +2.4% | -7.1% |
| 3M | +5.1% | -10.9% | +16.0% | +7.0% |
| 6M | +6.4% | -0.5% | +6.9% | +4.7% |
| YTD | +39.7% | +19.9% | +19.8% | +29.3% |
| 1Y | +37.2% | +24.2% | +13.0% | +25.1% |
| 3Y | +37.6% | +236.9% | -199.3% | -15.9% |
| All | +37.6% | +226.4% | -188.8% | -15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling