+231.7%
CTVA vs BLDR
+336.6%
-104.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -1.4% |
| 7D | +4.9% | -2.8% | +7.8% | +5.5% |
| 30D | +11.9% | -13.3% | +25.2% | +15.2% |
| 3M | +13.7% | -12.3% | +25.9% | +15.7% |
| 6M | +13.1% | -31.5% | +44.6% | +21.1% |
| YTD | +32.0% | -36.1% | +68.0% | +42.7% |
| 1Y | +22.1% | -54.1% | +76.2% | +42.3% |
| 3Y | +77.5% | -55.8% | +133.3% | +98.5% |
| 5Y | +106.3% | +20.7% | +85.5% | +60.2% |
| All | +231.7% | +336.6% | -104.9% | +45.8% |
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