+365.0%
BLDR vs CASY
+4,160.7%
-3,795.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.4% |
| 7D | -3.7% | +1.1% | -4.7% | -4.3% |
| 30D | +16.8% | +8.7% | +8.1% | +11.6% |
| 3M | -13.7% | -17.3% | +3.6% | -6.0% |
| 6M | -21.9% | -19.7% | -2.1% | -16.6% |
| YTD | -39.2% | +24.8% | -64.0% | -50.1% |
| 1Y | -42.6% | +31.9% | -74.5% | -54.6% |
| 3Y | -50.2% | +155.4% | -205.6% | -74.6% |
| 5Y | -7.0% | +250.6% | -257.6% | -61.5% |
| 10Y | +584.2% | +556.8% | +27.4% | +86.6% |
| All | +365.0% | +4,160.7% | -3,795.7% | -55.5% |
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