+31.5%
CP vs BLDR
+16.0%
+15.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | +0.5% |
| 7D | +2.4% | -0.3% | +2.8% | +2.5% |
| 30D | -0.5% | -16.2% | +15.7% | +3.0% |
| 3M | +1.4% | -14.4% | +15.8% | +3.8% |
| 6M | +10.3% | -32.8% | +43.1% | +18.3% |
| YTD | +24.3% | -39.2% | +63.5% | +35.5% |
| 1Y | +20.4% | -57.7% | +78.1% | +41.4% |
| 3Y | +21.8% | -55.3% | +77.0% | +36.0% |
| 5Y | +31.5% | +15.6% | +15.9% | +11.5% |
| All | +31.5% | +16.0% | +15.5% | +11.5% |
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