+163.8%
CVX vs BBAI
-80.9%
+244.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.7% | +9.4% | +1.7% |
| 7D | +3.4% | -14.0% | +17.4% | +3.5% |
| 30D | -1.0% | -12.4% | +11.4% | -0.9% |
| 3M | +12.2% | -42.8% | +55.0% | +12.4% |
| 6M | +20.3% | -54.6% | +75.0% | +20.6% |
| YTD | +48.3% | -64.6% | +112.9% | +48.8% |
| 1Y | +46.9% | -69.9% | +116.8% | +47.5% |
| 3Y | +73.1% | +7.3% | +65.8% | +71.3% |
| 5Y | +135.2% | -80.8% | +216.1% | +129.5% |
| All | +163.8% | -80.9% | +244.7% | +156.2% |
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