+363.4%
ORCL vs BLDR
+359.8%
+3.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.9% | +7.2% | +3.3% |
| 7D | +15.0% | -0.3% | +15.3% | +15.0% |
| 30D | +10.5% | -16.2% | +26.8% | +14.0% |
| 3M | -23.0% | -14.4% | -8.6% | -21.5% |
| 6M | +7.0% | -32.8% | +39.8% | +13.7% |
| YTD | -15.8% | -39.2% | +23.4% | -9.3% |
| 1Y | -31.1% | -57.7% | +26.6% | -20.8% |
| 3Y | +33.3% | -55.3% | +88.5% | +46.5% |
| 5Y | +94.3% | +15.6% | +78.7% | +72.8% |
| 10Y | +363.4% | +359.8% | +3.6% | +215.1% |
| All | +363.4% | +359.8% | +3.6% | +215.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling