+107.8%
CB vs BLDR
-11.9%
+119.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +1.0% |
| 7D | +2.9% | -3.0% | +5.9% | +3.2% |
| 30D | +7.3% | +20.1% | -12.8% | +5.6% |
| 3M | +9.4% | -17.5% | +26.9% | +10.8% |
| 6M | +19.6% | -16.1% | +35.7% | +20.3% |
| YTD | +21.5% | -41.0% | +62.5% | +25.7% |
| 1Y | +28.0% | -41.6% | +69.6% | +32.4% |
| 3Y | +74.9% | -50.8% | +125.7% | +77.6% |
| All | +107.8% | -11.9% | +119.7% | +71.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling