+41.1%
CL vs BBAI
-75.5%
+116.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +10.4% | -8.9% | +1.5% |
| 7D | +0.5% | -5.0% | +5.6% | +0.5% |
| 30D | +11.6% | +2.5% | +9.1% | +11.6% |
| 3M | +5.6% | -25.1% | +30.7% | +5.5% |
| 6M | +13.2% | -41.4% | +54.5% | +12.9% |
| YTD | +26.9% | -54.6% | +81.5% | +26.5% |
| 1Y | +27.3% | -56.9% | +84.2% | +26.9% |
| 3Y | +39.7% | +59.1% | -19.4% | +40.7% |
| 5Y | +41.3% | -75.4% | +116.7% | +39.6% |
| All | +41.1% | -75.5% | +116.6% | +38.9% |
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