+1,430.8%
CCEP vs BLDR
+414.6%
+1,016.2%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.5% | -5.6% | -3.4% |
| 7D | -3.1% | -2.8% | -0.2% | -2.7% |
| 30D | -2.6% | -13.3% | +10.7% | -1.0% |
| 3M | +14.9% | -12.3% | +27.2% | +16.1% |
| 6M | +2.3% | -31.5% | +33.7% | +6.3% |
| YTD | +17.8% | -36.1% | +53.9% | +23.2% |
| 1Y | +24.2% | -54.1% | +78.3% | +35.0% |
| 3Y | +84.7% | -55.8% | +140.5% | +96.4% |
| 5Y | +103.2% | +20.7% | +82.5% | +86.7% |
| 10Y | +257.4% | +390.2% | -132.9% | +164.9% |
| All | +1,430.8% | +414.6% | +1,016.2% | +699.3% |
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 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