+389.2%
BLDR vs CPB
+34.0%
+355.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.4% | +5.9% | +4.0% |
| 7D | -2.8% | -8.6% | +5.7% | +0.8% |
| 30D | -13.3% | -7.2% | -6.0% | -10.5% |
| 3M | -12.3% | +0.9% | -13.1% | -13.0% |
| 6M | -31.5% | -11.8% | -19.7% | -28.1% |
| YTD | -36.1% | -19.4% | -16.6% | -30.4% |
| 1Y | -54.1% | -30.4% | -23.7% | -46.7% |
| 3Y | -55.8% | -40.2% | -15.6% | -46.7% |
| 5Y | +20.7% | -39.5% | +60.2% | +40.6% |
| 10Y | +390.2% | -47.4% | +437.6% | +459.8% |
| All | +389.2% | +34.0% | +355.2% | +135.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling