+45.9%
CSCO vs BLDR
-38.1%
+84.0%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +9.3% | -8.6% | +0.7% |
| 7D | -6.1% | +24.4% | -30.4% | -6.0% |
| 30D | -8.2% | +24.9% | -33.1% | -8.0% |
| 3M | -14.6% | -7.8% | -6.8% | -13.5% |
| 6M | +12.7% | -5.8% | +18.5% | +13.5% |
| YTD | +37.0% | -32.5% | +69.4% | +43.0% |
| 1Y | +45.9% | -36.7% | +82.6% | +52.1% |
| All | +45.9% | -38.1% | +84.0% | +52.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling