+172.9%
CCJ vs BLDR
-8.3%
+181.2%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.2% |
| 7D | +3.7% | -10.3% | +14.0% | +6.1% |
| 30D | -13.7% | +19.6% | -33.3% | -17.7% |
| 3M | -24.7% | -17.0% | -7.7% | -22.1% |
| 6M | -38.1% | -16.7% | -21.4% | -36.5% |
| YTD | -18.8% | -39.4% | +20.6% | -11.2% |
| 1Y | -19.5% | -41.7% | +22.2% | -11.4% |
| 3Y | +75.9% | -49.9% | +125.7% | +86.0% |
| All | +172.9% | -8.3% | +181.2% | +87.0% |
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