-36.8%
CLX vs BLDR
+13.4%
-50.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.9% |
| 7D | -4.9% | -2.7% | -2.2% | -4.6% |
| 30D | -15.8% | -14.7% | -1.1% | -14.0% |
| 3M | -7.9% | -20.8% | +12.9% | -5.2% |
| 6M | -19.0% | -35.3% | +16.3% | -14.8% |
| YTD | -7.9% | -40.3% | +32.4% | -2.5% |
| 1Y | -25.4% | -56.3% | +30.9% | -18.4% |
| 3Y | -35.0% | -56.1% | +21.1% | -31.3% |
| 5Y | -36.8% | +12.9% | -49.7% | -41.2% |
| All | -36.8% | +13.4% | -50.1% | -41.2% |
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