+3,038.3%
CLS vs BLDR
+357.1%
+2,681.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.7% |
| 7D | +20.1% | -2.7% | +22.8% | +21.0% |
| 30D | +6.0% | -14.7% | +20.8% | +11.0% |
| 3M | -10.3% | -20.8% | +10.5% | -4.7% |
| 6M | +24.5% | -35.3% | +59.8% | +40.4% |
| YTD | +12.9% | -40.3% | +53.2% | +29.4% |
| 1Y | +36.7% | -56.3% | +93.0% | +72.1% |
| 3Y | +1,328.1% | -56.1% | +1,384.2% | +1,613.6% |
| 5Y | +3,682.3% | +12.9% | +3,669.4% | +3,055.4% |
| 10Y | +3,038.3% | +386.5% | +2,651.8% | +1,554.0% |
| All | +3,038.3% | +357.1% | +2,681.2% | +1,554.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling