+216.8%
CB vs BLDR
+359.8%
-143.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.9% | +3.4% | -0.7% |
| 7D | -0.6% | -0.3% | -0.3% | -0.6% |
| 30D | -3.9% | -16.2% | +12.3% | -1.3% |
| 3M | +4.9% | -14.4% | +19.3% | +6.6% |
| 6M | +3.3% | -32.8% | +36.1% | +8.7% |
| YTD | +8.5% | -39.2% | +47.7% | +15.7% |
| 1Y | +22.1% | -57.7% | +79.7% | +38.2% |
| 3Y | +70.1% | -55.3% | +125.4% | +82.1% |
| 5Y | +97.4% | +15.6% | +81.8% | +63.8% |
| 10Y | +216.8% | +359.8% | -143.0% | +88.4% |
| All | +216.8% | +359.8% | -143.0% | +88.4% |
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