-0.8%
CRM vs BBAI
-70.8%
+69.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.2% | +1.9% |
| 7D | -4.4% | -1.7% | -2.7% | -4.4% |
| 30D | +28.1% | -12.0% | +40.1% | +28.6% |
| 3M | +48.8% | -30.7% | +79.5% | +50.2% |
| 6M | +28.3% | -30.7% | +58.9% | +29.3% |
| YTD | -6.0% | -46.9% | +40.8% | -4.8% |
| 1Y | +1.4% | -41.1% | +42.5% | +2.2% |
| 3Y | +11.8% | +65.9% | -54.0% | +7.9% |
| All | -0.8% | -70.8% | +69.9% | -9.1% |
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