+220.7%
CF vs BLDR
+20.2%
+200.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.5% | -5.7% | -3.3% |
| 7D | +6.0% | -2.8% | +8.9% | +6.1% |
| 30D | +14.8% | -13.3% | +28.1% | +15.5% |
| 3M | +14.1% | -12.3% | +26.3% | +14.4% |
| 6M | +28.5% | -31.5% | +60.0% | +31.4% |
| YTD | +74.9% | -36.1% | +111.0% | +80.2% |
| 1Y | +61.7% | -54.1% | +115.8% | +72.8% |
| 3Y | +80.3% | -55.8% | +136.1% | +88.6% |
| All | +220.7% | +20.2% | +200.6% | +137.0% |
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