+593.0%
CSGP vs BLDR
+414.6%
+178.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -4.9% | -2.8% |
| 7D | -4.1% | -2.8% | -1.2% | -3.7% |
| 30D | +2.3% | -13.3% | +15.6% | +4.7% |
| 3M | -8.2% | -12.3% | +4.1% | -6.7% |
| 6M | -35.1% | -31.5% | -3.6% | -31.6% |
| YTD | -54.0% | -36.1% | -18.0% | -51.3% |
| 1Y | -65.3% | -54.1% | -11.2% | -61.2% |
| 3Y | -62.6% | -55.8% | -6.8% | -58.9% |
| 5Y | -64.8% | +20.7% | -85.6% | -67.6% |
| 10Y | +45.1% | +390.2% | -345.2% | +1.6% |
| All | +593.0% | +414.6% | +178.4% | +252.2% |
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