+767.9%
CVX vs BLDR
+374.7%
+393.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.5% |
| 7D | +3.4% | -3.0% | +6.4% | +3.8% |
| 30D | -1.0% | +20.1% | -21.1% | -4.0% |
| 3M | +12.2% | -17.5% | +29.7% | +14.5% |
| 6M | +20.3% | -16.1% | +36.4% | +21.2% |
| YTD | +48.3% | -41.0% | +89.3% | +56.1% |
| 1Y | +46.9% | -41.6% | +88.5% | +54.6% |
| 3Y | +73.1% | -50.8% | +123.9% | +81.9% |
| 5Y | +135.2% | -10.8% | +146.0% | +118.4% |
| 10Y | +214.4% | +486.3% | -271.9% | +111.6% |
| All | +767.9% | +374.7% | +393.2% | +343.5% |
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