+342.9%
CCJ vs BLDR
+13.4%
+329.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.1% |
| 7D | +4.2% | -2.7% | +6.9% | +4.8% |
| 30D | +3.2% | -14.7% | +17.9% | +6.8% |
| 3M | -1.8% | -20.8% | +19.0% | +2.8% |
| 6M | -13.5% | -35.3% | +21.8% | -5.6% |
| YTD | +9.7% | -40.3% | +50.1% | +21.4% |
| 1Y | +30.0% | -56.3% | +86.3% | +53.4% |
| 3Y | +172.6% | -56.1% | +228.7% | +201.7% |
| 5Y | +342.9% | +12.9% | +330.0% | +217.6% |
| All | +342.9% | +13.4% | +329.6% | +217.6% |
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