+250.7%
CP vs BLDR
+554.2%
-303.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.4% | +0.8% |
| 7D | +2.8% | -1.1% | +3.9% | +2.9% |
| 30D | +11.0% | +19.1% | -8.0% | +6.1% |
| 3M | +3.8% | -12.6% | +16.4% | +6.2% |
| 6M | +9.5% | -18.7% | +28.2% | +12.8% |
| YTD | +28.2% | -38.8% | +67.0% | +39.9% |
| 1Y | +33.0% | -41.2% | +74.2% | +46.2% |
| 3Y | +35.5% | -49.4% | +84.9% | +48.3% |
| 5Y | +25.8% | -6.0% | +31.8% | +12.8% |
| 10Y | +250.7% | +523.1% | -272.3% | +90.0% |
| All | +250.7% | +554.2% | -303.4% | +90.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling