+1,062.7%
CB vs BLDR
+414.6%
+648.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.4% | -2.3% |
| 7D | +0.5% | -2.8% | +3.3% | +0.9% |
| 30D | -3.1% | -13.3% | +10.2% | -1.4% |
| 3M | +9.0% | -12.3% | +21.2% | +10.1% |
| 6M | +2.9% | -31.5% | +34.3% | +7.1% |
| YTD | +10.1% | -36.1% | +46.2% | +15.3% |
| 1Y | +22.8% | -54.1% | +76.9% | +34.2% |
| 3Y | +73.8% | -55.8% | +129.6% | +85.1% |
| 5Y | +99.2% | +20.7% | +78.4% | +78.9% |
| 10Y | +218.2% | +390.2% | -172.0% | +122.0% |
| All | +1,062.7% | +414.6% | +648.1% | +450.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling