-28.0%
ORCL vs BLDR
-52.1%
+24.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.5% | +0.6% | +2.9% |
| 7D | +5.3% | -2.8% | +8.1% | +5.5% |
| 30D | +10.0% | -13.3% | +23.2% | +10.9% |
| 3M | -32.6% | -12.3% | -20.3% | -32.4% |
| 6M | +4.9% | -31.5% | +36.4% | +5.9% |
| YTD | -17.8% | -36.1% | +18.3% | -16.2% |
| 1Y | -28.0% | -54.1% | +26.1% | -24.7% |
| All | -28.0% | -52.1% | +24.1% | -24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling