+537.4%
COP vs BLDR
+370.3%
+167.1%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.6% | +5.2% | +2.2% |
| 7D | +3.4% | -8.2% | +11.6% | +4.7% |
| 30D | -0.6% | +16.3% | -16.9% | -3.6% |
| 3M | +10.8% | -17.0% | +27.7% | +13.0% |
| 6M | +19.6% | -17.4% | +37.0% | +20.7% |
| YTD | +52.9% | -41.6% | +94.5% | +61.8% |
| 1Y | +62.2% | -43.5% | +105.7% | +72.3% |
| 3Y | +32.4% | -51.6% | +84.0% | +40.1% |
| 5Y | +129.7% | -11.6% | +141.3% | +112.1% |
| 10Y | +331.8% | +480.9% | -149.1% | +184.8% |
| All | +537.4% | +370.3% | +167.1% | +244.1% |
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 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