+1,614.6%
CP vs BLDR
+416.0%
+1,198.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.5% | -3.5% | +1.1% |
| 7D | +2.8% | -2.7% | +5.5% | +3.1% |
| 30D | +11.3% | +24.8% | -13.5% | +6.9% |
| 3M | +2.9% | -11.7% | +14.5% | +4.4% |
| 6M | +9.8% | -14.8% | +24.5% | +11.4% |
| YTD | +28.5% | -35.9% | +64.4% | +35.9% |
| 1Y | +33.5% | -39.7% | +73.2% | +42.5% |
| 3Y | +31.9% | -45.6% | +77.5% | +39.8% |
| 5Y | +25.5% | -2.5% | +28.0% | +17.8% |
| 10Y | +257.6% | +597.4% | -339.8% | +132.1% |
| All | +1,614.6% | +416.0% | +1,198.6% | +771.9% |
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