+452.9%
XOM vs BLDR
+389.5%
+63.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.9% | +5.6% | +1.4% |
| 7D | -2.4% | -0.3% | -2.0% | -2.4% |
| 30D | +5.7% | -16.2% | +21.9% | +7.8% |
| 3M | +6.6% | -14.4% | +21.0% | +7.7% |
| 6M | +7.7% | -32.8% | +40.5% | +11.5% |
| YTD | +36.2% | -39.2% | +75.4% | +42.6% |
| 1Y | +50.5% | -57.7% | +108.2% | +64.6% |
| 3Y | +53.4% | -55.3% | +108.6% | +62.4% |
| 5Y | +254.2% | +15.6% | +238.6% | +222.3% |
| 10Y | +177.9% | +359.8% | -181.9% | +103.0% |
| All | +452.9% | +389.5% | +63.4% | +217.7% |
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