+243.0%
CB vs BLDR
+602.6%
-359.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.5% | -5.9% | -1.3% |
| 7D | -1.5% | -2.7% | +1.2% | -1.2% |
| 30D | +6.5% | +24.8% | -18.3% | +2.4% |
| 3M | +4.1% | -11.7% | +15.7% | +5.5% |
| 6M | +14.4% | -14.8% | +29.2% | +15.7% |
| YTD | +17.5% | -35.9% | +53.4% | +23.7% |
| 1Y | +27.5% | -39.7% | +67.3% | +35.4% |
| 3Y | +71.6% | -45.6% | +117.2% | +76.6% |
| 5Y | +100.6% | -2.5% | +103.2% | +73.0% |
| 10Y | +243.0% | +597.4% | -354.4% | +94.4% |
| All | +243.0% | +602.6% | -359.6% | +94.4% |
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