+1,838.4%
CLS vs BLDR
-2.4%
+1,840.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +5.5% | +2.4% | +6.3% |
| 7D | -10.6% | -2.7% | -7.8% | -10.1% |
| 30D | -38.4% | +24.8% | -63.3% | -43.3% |
| 3M | -29.9% | -11.7% | -18.2% | -28.3% |
| 6M | -40.6% | -14.8% | -25.9% | -39.4% |
| YTD | -24.6% | -35.9% | +11.3% | -16.4% |
| 1Y | -30.8% | -39.7% | +8.9% | -22.0% |
| 3Y | +811.7% | -45.6% | +857.3% | +893.5% |
| 5Y | +1,838.4% | -2.5% | +1,841.0% | +1,424.0% |
| All | +1,838.4% | -2.4% | +1,840.9% | +1,424.0% |
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 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