+137.3%
CTVA vs BLDR
+302.7%
-165.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.4% |
| 7D | -20.8% | -3.0% | -17.8% | -20.1% |
| 30D | -29.6% | +20.1% | -49.7% | -32.6% |
| 3M | -16.9% | -17.5% | +0.6% | -13.7% |
| 6M | -24.3% | -16.1% | -8.2% | -22.5% |
| YTD | -5.6% | -41.0% | +35.4% | +3.6% |
| 1Y | -4.2% | -41.6% | +37.4% | +5.1% |
| 3Y | +43.3% | -50.8% | +94.1% | +55.4% |
| 5Y | +35.7% | -10.8% | +46.5% | +15.3% |
| All | +137.3% | +302.7% | -165.4% | +5.9% |
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