+341.1%
CCEP vs BLDR
+554.2%
-213.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.6% | +4.7% | +0.9% |
| 7D | +5.4% | -1.1% | +6.4% | +5.4% |
| 30D | +12.8% | +19.1% | -6.3% | +8.9% |
| 3M | +10.9% | -12.6% | +23.4% | +12.9% |
| 6M | +25.6% | -18.7% | +44.3% | +28.5% |
| YTD | +31.0% | -38.8% | +69.8% | +40.1% |
| 1Y | +32.3% | -41.2% | +73.5% | +42.2% |
| 3Y | +110.5% | -49.4% | +159.9% | +121.2% |
| 5Y | +141.8% | -6.0% | +147.8% | +112.0% |
| 10Y | +341.1% | +523.1% | -181.9% | +168.2% |
| All | +341.1% | +554.2% | -213.0% | +168.2% |
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 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