+24.2%
CCEP vs BLDR
-52.1%
+76.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.5% | -5.6% | -3.3% |
| 7D | -3.1% | -2.8% | -0.2% | -2.8% |
| 30D | -2.6% | -13.3% | +10.7% | -1.3% |
| 3M | +14.9% | -12.3% | +27.2% | +15.7% |
| 6M | +2.3% | -31.5% | +33.7% | +5.2% |
| YTD | +17.8% | -36.1% | +53.9% | +20.9% |
| 1Y | +24.2% | -54.1% | +78.3% | +27.2% |
| All | +24.2% | -52.1% | +76.3% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling