+144.2%
CVE vs BLDR
-6.1%
+150.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.6% | +4.9% | +0.8% |
| 7D | -10.0% | -1.1% | -8.9% | -10.0% |
| 30D | -11.9% | +19.1% | -30.9% | -13.9% |
| 3M | -5.9% | -12.6% | +6.6% | -5.0% |
| 6M | -1.6% | -18.7% | +17.1% | -0.6% |
| YTD | +66.3% | -38.8% | +105.1% | +75.1% |
| 1Y | +57.5% | -41.2% | +98.7% | +66.9% |
| 3Y | +65.4% | -49.4% | +114.8% | +73.2% |
| 5Y | +144.2% | -6.0% | +150.1% | +82.1% |
| All | +144.2% | -6.1% | +150.3% | +82.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling