+3,542.1%
CLS vs BLDR
+16.0%
+3,526.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -4.9% | +10.5% | +7.2% |
| 7D | +12.8% | -0.3% | +13.1% | +12.8% |
| 30D | +3.8% | -16.2% | +20.0% | +9.4% |
| 3M | -14.6% | -14.4% | -0.2% | -11.8% |
| 6M | +32.2% | -32.8% | +65.0% | +47.8% |
| YTD | +11.6% | -39.2% | +50.8% | +27.6% |
| 1Y | +35.1% | -57.7% | +92.7% | +74.4% |
| 3Y | +1,312.5% | -55.3% | +1,367.8% | +1,573.3% |
| 5Y | +3,542.1% | +15.6% | +3,526.4% | +2,286.1% |
| All | +3,542.1% | +16.0% | +3,526.1% | +2,286.1% |
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