+5,294.5%
CF vs BLDR
+311.2%
+4,983.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.8% | +11.9% | +7.2% |
| 7D | +0.4% | +3.9% | -3.5% | -0.5% |
| 30D | +2.2% | +16.5% | -14.3% | -1.1% |
| 3M | +2.1% | -13.7% | +15.8% | +3.6% |
| 6M | -6.5% | -12.2% | +5.6% | -6.8% |
| YTD | +55.6% | -36.3% | +91.9% | +62.5% |
| 1Y | +42.3% | -41.3% | +83.6% | +50.7% |
| 3Y | +55.7% | -48.3% | +104.1% | +62.3% |
| 5Y | +122.4% | -2.6% | +125.0% | +97.3% |
| 10Y | +568.5% | +616.6% | -48.1% | +289.0% |
| All | +5,294.5% | +311.2% | +4,983.3% | +2,276.1% |
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