+626.9%
CEG vs BLDR
-19.4%
+646.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -1.4% |
| 7D | +1.3% | -2.7% | +4.0% | +1.8% |
| 30D | +8.8% | -14.7% | +23.6% | +12.0% |
| 3M | +17.0% | -20.8% | +37.8% | +21.3% |
| 6M | -8.7% | -35.3% | +26.6% | -2.2% |
| YTD | -16.4% | -40.3% | +23.9% | -9.4% |
| 1Y | -1.8% | -56.3% | +54.5% | +12.4% |
| 3Y | +175.8% | -56.1% | +231.9% | +203.8% |
| All | +626.9% | -19.4% | +646.4% | +541.3% |
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