+37.6%
CL vs BBAI
+47.0%
-9.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +1.3% | -14.6% | +15.9% | +1.1% |
| 30D | +11.4% | -11.6% | +22.9% | +11.2% |
| 3M | +4.4% | -26.2% | +30.7% | +4.0% |
| 6M | +10.8% | -49.2% | +60.0% | +9.9% |
| YTD | +25.1% | -58.9% | +84.0% | +23.9% |
| 1Y | +28.0% | -60.8% | +88.7% | +26.8% |
| 3Y | +37.6% | +51.0% | -13.4% | +39.4% |
| All | +37.6% | +47.0% | -9.4% | +39.4% |
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