+185.6%
CDE vs BLDR
+8.3%
+177.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.9% | +0.8% | -1.7% |
| 7D | -6.1% | -8.1% | +2.1% | -3.2% |
| 30D | +9.5% | -21.5% | +31.0% | +19.3% |
| 3M | +32.0% | -21.0% | +53.0% | +42.2% |
| 6M | -12.8% | -37.1% | +24.3% | +1.6% |
| YTD | +14.2% | -42.7% | +56.9% | +36.8% |
| 1Y | +36.3% | -58.0% | +94.3% | +80.0% |
| 3Y | +821.4% | -57.8% | +879.2% | +1,069.3% |
| All | +185.6% | +8.3% | +177.3% | +136.4% |
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