+156.8%
CVX vs BBAI
-71.3%
+228.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.6% |
| 7D | +2.6% | -1.7% | +4.3% | +2.6% |
| 30D | +9.8% | -12.0% | +21.8% | +9.9% |
| 3M | +16.2% | -30.7% | +46.9% | +16.4% |
| 6M | +13.6% | -30.7% | +44.3% | +13.7% |
| YTD | +44.4% | -46.9% | +91.2% | +44.7% |
| 1Y | +40.6% | -41.1% | +81.7% | +40.7% |
| 3Y | +48.2% | +65.9% | -17.7% | +46.4% |
| 5Y | +172.3% | -70.9% | +243.1% | +164.3% |
| All | +156.8% | -71.3% | +228.1% | +149.1% |
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 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