-36.8%
CLF vs BBAI
-75.5%
+38.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +10.4% | -3.4% | +6.4% |
| 7D | -14.1% | -5.0% | -9.0% | -13.8% |
| 30D | -5.5% | +2.5% | -8.1% | -5.7% |
| 3M | 0.0% | -25.1% | +25.1% | +1.5% |
| 6M | +11.3% | -41.4% | +52.6% | +14.3% |
| YTD | -7.7% | -54.6% | +46.9% | -4.2% |
| 1Y | +17.5% | -56.9% | +74.4% | +22.0% |
| 3Y | -25.4% | +59.1% | -84.5% | -31.4% |
| 5Y | -46.0% | -75.4% | +29.5% | -49.4% |
| All | -36.8% | -75.5% | +38.7% | -40.4% |
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 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