-9.4%
BLDR vs CPB
-33.2%
+23.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.2% | -0.2% |
| 7D | -3.0% | -1.6% | -1.4% | -2.5% |
| 30D | +20.1% | +19.2% | +0.9% | +13.8% |
| 3M | -17.5% | -0.9% | -16.6% | -17.6% |
| 6M | -16.1% | +15.2% | -31.3% | -19.8% |
| YTD | -41.0% | -13.1% | -27.9% | -39.4% |
| 1Y | -41.6% | -22.4% | -19.2% | -38.1% |
| 3Y | -50.8% | -35.3% | -15.5% | -46.5% |
| All | -9.4% | -33.2% | +23.8% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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