+264.7%
XOM vs BLDR
+7.7%
+257.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.6% | +0.8% |
| 7D | +1.9% | -8.1% | +10.0% | +2.3% |
| 30D | +4.1% | -21.5% | +25.5% | +5.5% |
| 3M | +10.4% | -21.0% | +31.4% | +11.5% |
| 6M | +13.0% | -37.1% | +50.1% | +16.3% |
| YTD | +40.1% | -42.7% | +82.7% | +45.3% |
| 1Y | +51.1% | -58.0% | +109.1% | +61.6% |
| 3Y | +57.7% | -57.8% | +115.6% | +64.9% |
| 5Y | +264.7% | +10.3% | +254.4% | +192.2% |
| All | +264.7% | +7.7% | +257.0% | +192.2% |
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