+30.6%
ORCL vs BLDR
-8.6%
+39.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.5% | +5.3% | +1.6% |
| 7D | -11.2% | -3.7% | -7.5% | -10.8% |
| 30D | -18.8% | +16.8% | -35.6% | -21.8% |
| 3M | -18.8% | -13.7% | -5.0% | -17.2% |
| 6M | -39.7% | -21.9% | -17.9% | -37.9% |
| YTD | -39.6% | -39.2% | -0.4% | -35.1% |
| 1Y | -51.7% | -42.6% | -9.1% | -47.6% |
| 3Y | +10.2% | -50.2% | +60.4% | +16.8% |
| All | +30.6% | -8.6% | +39.2% | +9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling