-40.9%
CLF vs BBAI
-77.8%
+36.9%
-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 | -19.6% | -14.6% | -5.0% | -18.8% |
| 30D | -5.0% | -11.6% | +6.6% | -4.4% |
| 3M | -6.3% | -26.2% | +19.9% | -4.8% |
| 6M | +2.8% | -49.2% | +52.0% | +6.5% |
| YTD | -13.7% | -58.9% | +45.2% | -10.0% |
| 1Y | +13.6% | -60.8% | +74.4% | +18.5% |
| 3Y | -34.0% | +51.0% | -85.0% | -39.1% |
| 5Y | -48.7% | -77.7% | +28.9% | -51.8% |
| All | -40.9% | -77.8% | +36.9% | -44.0% |
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