+166.8%
COPX vs BBAI
-71.3%
+238.1%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.2% |
| 7D | -2.3% | -1.7% | -0.6% | -2.3% |
| 30D | +0.3% | -12.0% | +12.2% | +0.7% |
| 3M | +6.8% | -30.7% | +37.5% | +8.1% |
| 6M | +7.9% | -30.7% | +38.6% | +9.2% |
| YTD | +23.7% | -46.9% | +70.6% | +26.0% |
| 1Y | +71.5% | -41.1% | +112.6% | +73.6% |
| 3Y | +149.1% | +65.9% | +83.2% | +141.2% |
| 5Y | +167.3% | -70.9% | +238.2% | +162.0% |
| All | +166.8% | -71.3% | +238.1% | +160.8% |
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