+67.1%
CFG vs BBAI
-75.5%
+142.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +10.4% | -7.4% | +2.7% |
| 7D | +0.3% | -5.0% | +5.3% | +0.4% |
| 30D | +3.2% | +2.5% | +0.7% | +3.1% |
| 3M | -9.7% | -25.1% | +15.4% | -9.2% |
| 6M | +3.6% | -41.4% | +45.0% | +4.6% |
| YTD | +14.7% | -54.6% | +69.3% | +16.2% |
| 1Y | +29.6% | -56.9% | +86.4% | +31.2% |
| 3Y | +190.6% | +59.1% | +131.5% | +182.0% |
| 5Y | +67.1% | -75.4% | +142.5% | +61.1% |
| All | +67.1% | -75.5% | +142.5% | +61.1% |
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