+389.2%
BLDR vs CASY
+4,580.4%
-4,191.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.7% |
| 7D | -2.8% | +0.1% | -2.9% | -3.0% |
| 30D | -13.3% | -11.3% | -1.9% | -7.9% |
| 3M | -12.3% | -0.6% | -11.6% | -15.6% |
| 6M | -31.5% | +10.7% | -42.2% | -38.6% |
| YTD | -36.1% | +37.1% | -73.2% | -49.5% |
| 1Y | -54.1% | +52.3% | -106.4% | -66.2% |
| 3Y | -55.8% | +215.2% | -271.0% | -80.0% |
| 5Y | +20.7% | +276.5% | -255.8% | -51.4% |
| 10Y | +390.2% | +508.4% | -118.1% | +41.4% |
| All | +389.2% | +4,580.4% | -4,191.2% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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