+723.4%
CSCO vs BLDR
+387.6%
+335.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +2.8% |
| 7D | -2.8% | -10.3% | +7.6% | -1.2% |
| 30D | -12.6% | +19.6% | -32.2% | -15.1% |
| 3M | -16.0% | -17.0% | +1.0% | -14.4% |
| 6M | +2.8% | -16.7% | +19.6% | +4.2% |
| YTD | +33.2% | -39.4% | +72.6% | +40.2% |
| 1Y | +43.1% | -41.7% | +84.8% | +51.1% |
| 3Y | +106.7% | -49.9% | +156.5% | +116.9% |
| 5Y | +103.6% | -7.6% | +111.2% | +90.9% |
| 10Y | +330.5% | +502.3% | -171.8% | +192.7% |
| All | +723.4% | +387.6% | +335.7% | +283.5% |
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 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