+723.3%
CVX vs BLDR
+414.6%
+308.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -1.7% |
| 7D | +3.3% | -2.8% | +6.2% | +3.7% |
| 30D | +12.9% | -13.3% | +26.2% | +15.0% |
| 3M | +11.7% | -12.3% | +24.0% | +12.7% |
| 6M | +14.1% | -31.5% | +45.6% | +18.6% |
| YTD | +40.7% | -36.1% | +76.7% | +47.3% |
| 1Y | +37.5% | -54.1% | +91.6% | +50.7% |
| 3Y | +43.9% | -55.8% | +99.7% | +54.1% |
| 5Y | +161.5% | +20.7% | +140.7% | +133.2% |
| 10Y | +215.1% | +390.2% | -175.1% | +117.7% |
| All | +723.3% | +414.6% | +308.7% | +318.4% |
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