-5.8%
XLC vs BLDR
-38.1%
+32.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +9.3% | -5.8% | +2.7% |
| 7D | +1.8% | +24.4% | -22.6% | -0.1% |
| 30D | -6.0% | +24.9% | -30.9% | -7.8% |
| 3M | -6.0% | -7.8% | +1.8% | -5.2% |
| 6M | -9.1% | -5.8% | -3.3% | -9.0% |
| YTD | -10.0% | -32.5% | +22.4% | -8.4% |
| 1Y | -5.8% | -36.7% | +30.9% | -3.5% |
| All | -5.8% | -38.1% | +32.3% | -3.5% |
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