+375.0%
RCL vs BLDR
+554.2%
-179.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.6% | +5.5% | +3.1% |
| 7D | +8.5% | -1.1% | +9.6% | +8.8% |
| 30D | +20.4% | +19.1% | +1.3% | +9.5% |
| 3M | +11.0% | -12.6% | +23.6% | +16.3% |
| 6M | +24.9% | -18.7% | +43.5% | +33.8% |
| YTD | +23.9% | -38.8% | +62.7% | +50.4% |
| 1Y | +30.8% | -41.2% | +72.0% | +61.6% |
| 3Y | +270.4% | -49.4% | +319.8% | +344.2% |
| 5Y | +296.1% | -6.0% | +302.1% | +214.9% |
| 10Y | +375.0% | +523.1% | -148.0% | +45.6% |
| All | +375.0% | +554.2% | -179.1% | +45.6% |
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