+246.7%
CB vs BLDR
+554.2%
-307.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.6% | +6.2% | +2.3% |
| 7D | +0.7% | -1.1% | +1.8% | +0.7% |
| 30D | +8.2% | +19.1% | -10.9% | +4.8% |
| 3M | +6.3% | -12.6% | +18.9% | +8.0% |
| 6M | +16.2% | -18.7% | +34.9% | +18.4% |
| YTD | +19.3% | -38.8% | +58.2% | +26.6% |
| 1Y | +29.2% | -41.2% | +70.4% | +37.7% |
| 3Y | +71.4% | -49.4% | +120.8% | +78.7% |
| 5Y | +104.2% | -6.0% | +110.2% | +76.9% |
| 10Y | +246.7% | +523.1% | -276.4% | +98.2% |
| All | +246.7% | +554.2% | -307.5% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 10y: compounded portfolio wealth divided by compounded BLDR 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…
10y analysis · Full analysis span regression · 6 months rolling