+68.0%
COST vs BBAI
+62.1%
+6.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | 0.0% |
| 7D | -2.5% | -5.4% | +2.9% | -2.3% |
| 30D | -4.4% | -15.3% | +10.9% | -4.0% |
| 3M | -8.1% | -29.9% | +21.8% | -7.3% |
| 6M | -9.2% | -30.7% | +21.5% | -8.7% |
| YTD | +5.1% | -47.8% | +52.9% | +6.6% |
| 1Y | -5.1% | -40.4% | +35.3% | -5.0% |
| All | +68.0% | +62.1% | +6.0% | +55.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling