-50.3%
CCI vs BLDR
+13.4%
-63.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.8% |
| 7D | -0.3% | -2.7% | +2.4% | 0.0% |
| 30D | +2.1% | -14.7% | +16.8% | +4.1% |
| 3M | -17.8% | -20.8% | +3.0% | -16.0% |
| 6M | -14.2% | -35.3% | +21.2% | -10.0% |
| YTD | -13.3% | -40.3% | +27.0% | -8.3% |
| 1Y | -16.6% | -56.3% | +39.7% | -7.9% |
| 3Y | -10.8% | -56.1% | +45.3% | -5.1% |
| 5Y | -50.3% | +12.9% | -63.2% | -56.1% |
| All | -50.3% | +13.4% | -63.7% | -56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling