+56.1%
CDE vs BLDR
+383.3%
-327.3%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.4% | -1.2% | +0.4% |
| 7D | -3.1% | -8.2% | +5.1% | -0.3% |
| 30D | +9.5% | -16.6% | +26.1% | +16.3% |
| 3M | +25.5% | -23.2% | +48.7% | +35.7% |
| 6M | -7.9% | -33.7% | +25.8% | +4.5% |
| YTD | +15.6% | -41.3% | +56.9% | +35.9% |
| 1Y | +34.0% | -58.8% | +92.9% | +75.3% |
| 3Y | +791.9% | -57.5% | +849.4% | +1,013.8% |
| 5Y | +197.7% | +12.9% | +184.8% | +157.2% |
| All | +56.1% | +383.3% | -327.3% | +2.0% |
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 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