+187.7%
COPX vs BBAI
-71.3%
+259.0%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +1.1% |
| 7D | +6.0% | -4.1% | +10.0% | +6.1% |
| 30D | +6.4% | -12.4% | +18.8% | +6.9% |
| 3M | +19.3% | -29.1% | +48.4% | +20.7% |
| 6M | +16.2% | -32.6% | +48.9% | +17.7% |
| YTD | +33.2% | -47.6% | +80.8% | +35.6% |
| 1Y | +90.2% | -41.0% | +131.3% | +92.6% |
| 3Y | +175.7% | +67.5% | +108.2% | +167.0% |
| All | +187.7% | -71.3% | +259.0% | +179.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling