+96.5%
XOP vs UPRO
+14,289.1%
-14,192.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.3% |
| 7D | +2.6% | +0.1% | +2.5% | +2.5% |
| 30D | +15.4% | -0.9% | +16.3% | +15.7% |
| 3M | +12.1% | +1.9% | +10.1% | +9.3% |
| 6M | +19.7% | +33.1% | -13.4% | +1.3% |
| YTD | +52.4% | +31.8% | +20.6% | +28.8% |
| 1Y | +47.6% | +48.3% | -0.7% | +17.2% |
| 3Y | +34.4% | +221.5% | -187.1% | -31.4% |
| 5Y | +154.4% | +136.7% | +17.6% | +32.5% |
| 10Y | +54.7% | +1,179.2% | -1,124.5% | -72.2% |
| All | +96.5% | +14,289.1% | -14,192.5% | -91.1% |
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