+753.7%
CCJ vs BLDR
+479.0%
+274.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.7% |
| 7D | -0.8% | -3.0% | +2.2% | -0.1% |
| 30D | -13.2% | +20.1% | -33.3% | -17.1% |
| 3M | -27.6% | -17.5% | -10.1% | -25.2% |
| 6M | -38.7% | -16.1% | -22.6% | -37.4% |
| YTD | -22.7% | -41.0% | +18.3% | -15.4% |
| 1Y | -17.6% | -41.6% | +24.0% | -9.8% |
| 3Y | +62.7% | -50.8% | +113.5% | +76.1% |
| 5Y | +159.7% | -10.8% | +170.5% | +135.0% |
| All | +753.7% | +479.0% | +274.7% | +383.7% |
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 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