+277.2%
CG vs BLDR
+1,331.4%
-1,054.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.6% | -0.7% | -3.3% |
| 7D | -1.5% | -8.2% | +6.7% | +0.9% |
| 30D | +5.7% | +16.3% | -10.6% | +1.1% |
| 3M | -17.9% | -17.0% | -0.9% | -13.8% |
| 6M | -20.2% | -17.4% | -2.8% | -17.0% |
| YTD | -32.0% | -41.6% | +9.6% | -22.9% |
| 1Y | -27.0% | -43.5% | +16.5% | -16.6% |
| 3Y | +42.8% | -51.6% | +94.4% | +66.4% |
| 5Y | -23.4% | -11.6% | -11.8% | -25.2% |
| 10Y | +278.2% | +480.9% | -202.7% | +139.0% |
| All | +277.2% | +1,331.4% | -1,054.2% | +112.7% |
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