+31.8%
CVS vs BBAI
-71.3%
+103.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.7% |
| 7D | -1.9% | -4.1% | +2.2% | -1.9% |
| 30D | -0.3% | -12.4% | +12.1% | -0.3% |
| 3M | -1.1% | -29.1% | +28.0% | -1.1% |
| 6M | +23.7% | -32.6% | +56.3% | +23.7% |
| YTD | +23.0% | -47.6% | +70.6% | +22.9% |
| 1Y | +37.2% | -41.0% | +78.2% | +37.1% |
| 3Y | +62.4% | +67.5% | -5.0% | +63.5% |
| 5Y | +31.8% | -71.3% | +103.1% | +25.5% |
| All | +31.8% | -71.3% | +103.1% | +25.5% |
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