+145.0%
CB vs BBAI
-75.5%
+220.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.4% | -10.8% | -0.4% |
| 7D | -1.5% | -5.0% | +3.5% | -1.5% |
| 30D | +6.5% | +2.5% | +4.0% | +6.5% |
| 3M | +4.1% | -25.1% | +29.1% | +4.0% |
| 6M | +14.4% | -41.4% | +55.8% | +14.3% |
| YTD | +17.5% | -54.6% | +72.1% | +17.4% |
| 1Y | +27.5% | -56.9% | +84.4% | +27.4% |
| 3Y | +71.6% | +59.1% | +12.5% | +70.9% |
| 5Y | +100.6% | -75.4% | +176.1% | +91.6% |
| All | +145.0% | -75.5% | +220.5% | +136.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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