+515.5%
CCI vs BLDR
+414.6%
+100.9%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.4% | -2.2% |
| 7D | -0.4% | -2.8% | +2.4% | -0.1% |
| 30D | +2.7% | -13.3% | +16.0% | +4.5% |
| 3M | -18.2% | -12.3% | -5.9% | -17.4% |
| 6M | -14.8% | -31.5% | +16.7% | -11.3% |
| YTD | -12.6% | -36.1% | +23.5% | -8.5% |
| 1Y | -16.7% | -54.1% | +37.3% | -9.1% |
| 3Y | -10.5% | -55.8% | +45.3% | -4.3% |
| 5Y | -51.4% | +20.7% | -72.2% | -55.7% |
| 10Y | +20.0% | +390.2% | -370.2% | -15.8% |
| All | +515.5% | +414.6% | +100.9% | +166.7% |
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