+41.2%
CL vs BBAI
-77.0%
+118.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.1% |
| 7D | -0.8% | -10.2% | +9.4% | -0.8% |
| 30D | +9.5% | 0.0% | +9.5% | +9.6% |
| 3M | +6.8% | -30.9% | +37.7% | +6.6% |
| 6M | +14.3% | -46.8% | +61.0% | +13.9% |
| YTD | +27.0% | -57.4% | +84.4% | +26.5% |
| 1Y | +26.3% | -62.0% | +88.3% | +25.8% |
| 3Y | +39.3% | +47.4% | -8.2% | +40.1% |
| 5Y | +41.5% | -77.0% | +118.5% | +39.8% |
| All | +41.2% | -77.0% | +118.2% | +39.0% |
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