+53.1%
CNP vs BLDR
-54.9%
+108.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +1.3% |
| 7D | +1.6% | -0.3% | +2.0% | +1.6% |
| 30D | -0.8% | -16.2% | +15.4% | -0.2% |
| 3M | -3.6% | -14.4% | +10.9% | -3.1% |
| 6M | -6.9% | -32.8% | +25.9% | -5.9% |
| YTD | +6.4% | -39.2% | +45.6% | +7.9% |
| 1Y | +9.9% | -57.7% | +67.6% | +13.3% |
| 3Y | +53.1% | -55.3% | +108.4% | +47.6% |
| All | +53.1% | -54.9% | +108.0% | +47.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling