+180.5%
COR vs BLDR
+16.0%
+164.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.9% | +3.0% | -1.8% |
| 7D | -1.9% | -0.3% | -1.6% | -1.9% |
| 30D | +1.5% | -16.2% | +17.7% | +1.7% |
| 3M | +18.7% | -14.4% | +33.1% | +18.8% |
| 6M | -9.0% | -32.8% | +23.8% | -8.4% |
| YTD | -3.3% | -39.2% | +35.9% | -2.5% |
| 1Y | +9.8% | -57.7% | +67.5% | +12.0% |
| 3Y | +87.4% | -55.3% | +142.6% | +87.0% |
| 5Y | +180.5% | +15.6% | +164.9% | +128.6% |
| All | +180.5% | +16.0% | +164.5% | +128.6% |
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 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