+409.0%
CVS vs BLDR
+414.6%
-5.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -0.7% |
| 7D | +4.0% | -2.8% | +6.8% | +4.2% |
| 30D | -2.4% | -13.3% | +10.9% | -1.1% |
| 3M | +2.7% | -12.3% | +14.9% | +3.5% |
| 6M | +21.9% | -31.5% | +53.3% | +25.6% |
| YTD | +24.7% | -36.1% | +60.8% | +29.1% |
| 1Y | +35.4% | -54.1% | +89.5% | +44.7% |
| 3Y | +65.2% | -55.8% | +121.0% | +73.7% |
| 5Y | +30.5% | +20.7% | +9.8% | +21.5% |
| 10Y | +40.4% | +390.2% | -349.9% | +8.3% |
| All | +409.0% | +414.6% | -5.6% | +206.7% |
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