+355.8%
CIEN vs BLDR
-11.9%
+367.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.9% | -5.5% | -4.8% |
| 7D | +15.3% | -3.0% | +18.2% | +16.0% |
| 30D | -22.0% | +20.1% | -42.1% | -26.5% |
| 3M | -36.6% | -17.5% | -19.1% | -34.5% |
| 6M | -51.5% | -16.1% | -35.4% | -50.7% |
| YTD | +20.0% | -41.0% | +61.0% | +31.6% |
| 1Y | +44.5% | -41.6% | +86.0% | +58.3% |
| 3Y | +539.0% | -50.8% | +589.9% | +591.7% |
| All | +355.8% | -11.9% | +367.7% | +252.4% |
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