+137.9%
CTAS vs BBAI
-71.7%
+209.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | -0.2% |
| 7D | +1.0% | -4.1% | +5.1% | +1.0% |
| 30D | -1.1% | -12.4% | +11.3% | -1.1% |
| 3M | +11.5% | -29.1% | +40.6% | +11.6% |
| 6M | +0.2% | -32.6% | +32.8% | +0.2% |
| YTD | +7.2% | -47.6% | +54.8% | +7.2% |
| 1Y | 0.0% | -41.0% | +41.0% | 0.0% |
| 3Y | +65.9% | +67.5% | -1.5% | +66.1% |
| 5Y | +109.6% | -71.3% | +180.8% | +105.2% |
| All | +137.9% | -71.7% | +209.6% | +132.7% |
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