-36.6%
CLF vs BBAI
-70.8%
+34.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +6.5% | -1.0% | +7.5% | +6.6% |
| 30D | +0.2% | -10.7% | +10.9% | +0.9% |
| 3M | -3.1% | -32.3% | +29.2% | -1.1% |
| 6M | +25.0% | -31.3% | +56.3% | +27.2% |
| YTD | -7.5% | -45.9% | +38.5% | -4.9% |
| 1Y | +11.5% | -40.0% | +51.6% | +13.6% |
| 3Y | -13.7% | +72.8% | -86.5% | -21.2% |
| 5Y | -47.0% | -70.4% | +23.4% | -51.1% |
| All | -36.6% | -70.8% | +34.2% | -40.8% |
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