+142.5%
XLC vs BLDR
+251.1%
-108.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.7% |
| 7D | -0.8% | -2.8% | +2.0% | -0.3% |
| 30D | +1.0% | -13.3% | +14.3% | +3.9% |
| 3M | -0.7% | -12.3% | +11.6% | +1.1% |
| 6M | -5.1% | -31.5% | +26.3% | +1.3% |
| YTD | -4.3% | -36.1% | +31.8% | +3.0% |
| 1Y | -0.6% | -54.1% | +53.5% | +14.5% |
| 3Y | +72.7% | -55.8% | +128.5% | +91.3% |
| 5Y | +38.0% | +20.7% | +17.3% | +16.1% |
| All | +142.5% | +251.1% | -108.6% | +41.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling