+3,065.1%
COR vs BLDR
+416.0%
+2,649.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.5% | -1.8% | +3.2% |
| 7D | +2.3% | -2.7% | +5.1% | +2.6% |
| 30D | +6.8% | +24.8% | -18.1% | +4.7% |
| 3M | +8.1% | -11.7% | +19.8% | +9.0% |
| 6M | +33.0% | -14.8% | +47.8% | +33.9% |
| YTD | +3.0% | -35.9% | +38.9% | +5.6% |
| 1Y | -3.4% | -39.7% | +36.3% | -0.5% |
| 3Y | +80.1% | -45.6% | +125.7% | +83.0% |
| 5Y | +194.7% | -2.5% | +197.3% | +178.7% |
| 10Y | +512.3% | +597.4% | -85.1% | +373.2% |
| All | +3,065.1% | +416.0% | +2,649.0% | +2,032.1% |
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