+53.4%
CHRW vs BLDR
-2.4%
+55.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.5% | -2.6% | +2.0% |
| 7D | +0.2% | -2.7% | +2.9% | +0.5% |
| 30D | -9.4% | +24.8% | -34.2% | -13.0% |
| 3M | -13.3% | -11.7% | -1.6% | -11.9% |
| 6M | -24.2% | -14.8% | -9.4% | -23.1% |
| YTD | -18.9% | -35.9% | +17.0% | -13.8% |
| 1Y | -12.4% | -39.7% | +27.3% | -6.0% |
| 3Y | +72.2% | -45.6% | +117.8% | +78.6% |
| 5Y | +53.4% | -2.5% | +55.9% | +33.8% |
| All | +53.4% | -2.4% | +55.8% | +33.8% |
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 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