+26.6%
CL vs BBAI
-70.8%
+97.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.4% | -1.0% | -0.3% | -1.4% |
| 30D | -5.2% | -10.7% | +5.5% | -5.3% |
| 3M | +3.3% | -32.3% | +35.6% | +3.1% |
| 6M | -4.4% | -31.3% | +26.9% | -4.5% |
| YTD | +13.9% | -45.9% | +59.8% | +13.6% |
| 1Y | +7.6% | -40.0% | +47.7% | +7.5% |
| 3Y | +29.6% | +72.8% | -43.2% | +30.5% |
| 5Y | +28.1% | -70.4% | +98.4% | +26.6% |
| All | +26.6% | -70.8% | +97.4% | +24.8% |
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