+1.4%
CI vs BBAI
+47.0%
-45.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -1.6% | -14.6% | +13.1% | -1.6% |
| 30D | +5.4% | -11.6% | +17.0% | +5.4% |
| 3M | +7.3% | -26.2% | +33.5% | +7.1% |
| 6M | +5.3% | -49.2% | +54.5% | +5.1% |
| YTD | +8.5% | -58.9% | +67.4% | +8.1% |
| 1Y | +17.1% | -60.8% | +77.9% | +16.8% |
| 3Y | +1.4% | +51.0% | -49.6% | -3.1% |
| All | +1.4% | +47.0% | -45.6% | -3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling