+2,929.5%
COR vs BLDR
+414.6%
+2,514.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.4% | -2.1% |
| 7D | +2.8% | -2.8% | +5.6% | +3.0% |
| 30D | +4.5% | -13.3% | +17.8% | +5.7% |
| 3M | +22.7% | -12.3% | +34.9% | +23.5% |
| 6M | -9.7% | -31.5% | +21.7% | -7.6% |
| YTD | -1.4% | -36.1% | +34.6% | +1.3% |
| 1Y | +13.9% | -54.1% | +68.0% | +20.1% |
| 3Y | +94.0% | -55.8% | +149.7% | +100.8% |
| 5Y | +184.0% | +20.7% | +163.3% | +163.7% |
| 10Y | +406.8% | +390.2% | +16.5% | +302.0% |
| All | +2,929.5% | +414.6% | +2,514.9% | +1,944.6% |
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 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