+21.1%
BLDR vs COO
-38.8%
+59.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +3.4% |
| 7D | -2.8% | -2.2% | -0.6% | -1.5% |
| 30D | -13.3% | -7.0% | -6.3% | -9.4% |
| 3M | -12.3% | +12.2% | -24.5% | -18.1% |
| 6M | -31.5% | -15.1% | -16.3% | -24.5% |
| YTD | -36.1% | -15.1% | -21.0% | -29.6% |
| 1Y | -54.1% | +2.3% | -56.4% | -54.8% |
| 3Y | -55.8% | -23.7% | -32.1% | -50.2% |
| All | +21.1% | -38.8% | +59.9% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 5y: compounded portfolio wealth divided by compounded COO 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…
5y analysis · Full analysis span regression · 6 months rolling