+189.0%
CDE vs BBAI
-70.8%
+259.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +1.1% |
| 7D | -3.1% | -1.7% | -1.4% | -3.0% |
| 30D | +9.5% | -12.0% | +21.4% | +10.2% |
| 3M | +25.5% | -30.7% | +56.2% | +28.0% |
| 6M | -7.9% | -30.7% | +22.8% | -6.1% |
| YTD | +15.6% | -46.9% | +62.4% | +19.3% |
| 1Y | +34.0% | -41.1% | +75.1% | +37.5% |
| 3Y | +791.9% | +65.9% | +726.0% | +758.7% |
| All | +189.0% | -70.8% | +259.7% | +209.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling