+238.1%
CCEP vs BLDR
+357.1%
-119.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.7% | -2.2% |
| 7D | -3.7% | -2.7% | -1.0% | -3.3% |
| 30D | -2.1% | -14.7% | +12.6% | +0.5% |
| 3M | +7.2% | -20.8% | +28.0% | +10.7% |
| 6M | +3.3% | -35.3% | +38.6% | +10.3% |
| YTD | +15.7% | -40.3% | +56.0% | +24.6% |
| 1Y | +16.6% | -56.3% | +72.8% | +32.4% |
| 3Y | +84.3% | -56.1% | +140.4% | +99.6% |
| 5Y | +109.0% | +12.9% | +96.1% | +77.4% |
| 10Y | +238.1% | +386.5% | -148.3% | +134.5% |
| All | +238.1% | +357.1% | -119.0% | +134.5% |
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