+72.0%
CNP vs BLDR
+16.0%
+56.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +1.4% |
| 7D | +1.6% | -0.3% | +2.0% | +1.6% |
| 30D | -0.8% | -16.2% | +15.4% | +0.3% |
| 3M | -3.6% | -14.4% | +10.9% | -2.8% |
| 6M | -6.9% | -32.8% | +25.9% | -4.9% |
| YTD | +6.4% | -39.2% | +45.6% | +9.3% |
| 1Y | +9.9% | -57.7% | +67.6% | +15.9% |
| 3Y | +53.1% | -55.3% | +108.4% | +56.7% |
| 5Y | +72.0% | +15.6% | +56.3% | +47.3% |
| All | +72.0% | +16.0% | +56.0% | +47.3% |
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 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