+2,289.8%
CLS vs BLDR
+414.6%
+1,875.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.3% |
| 7D | +4.6% | -2.8% | +7.4% | +5.1% |
| 30D | -13.9% | -13.3% | -0.6% | -11.7% |
| 3M | -26.6% | -12.3% | -14.3% | -25.3% |
| 6M | +15.4% | -31.5% | +46.9% | +22.7% |
| YTD | +5.7% | -36.1% | +41.7% | +13.2% |
| 1Y | +41.1% | -54.1% | +95.2% | +60.1% |
| 3Y | +1,228.6% | -55.8% | +1,284.4% | +1,388.4% |
| 5Y | +3,240.6% | +20.7% | +3,219.9% | +2,982.9% |
| 10Y | +2,760.3% | +390.2% | +2,370.1% | +1,903.9% |
| All | +2,289.8% | +414.6% | +1,875.2% | +1,124.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling