-38.5%
CDE vs BLDR
+380.2%
-418.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +2.1% |
| 7D | -2.0% | -2.7% | +0.7% | -1.4% |
| 30D | +15.7% | -14.7% | +30.4% | +20.1% |
| 3M | +30.5% | -20.8% | +51.3% | +37.2% |
| 6M | -7.4% | -35.3% | +28.0% | +2.0% |
| YTD | +17.9% | -40.3% | +58.2% | +32.0% |
| 1Y | +46.7% | -56.3% | +103.0% | +75.4% |
| 3Y | +851.3% | -56.1% | +907.4% | +1,013.1% |
| 5Y | +202.9% | +12.9% | +190.0% | +178.6% |
| 10Y | +58.2% | +386.5% | -328.3% | -0.8% |
| All | -38.5% | +380.2% | -418.7% | -74.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling