+110.3%
JCI vs BBAI
-71.3%
+181.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.9% |
| 7D | +4.1% | -4.1% | +8.1% | +4.2% |
| 30D | -3.8% | -12.4% | +8.5% | -3.5% |
| 3M | -1.6% | -29.1% | +27.4% | -0.9% |
| 6M | +9.5% | -32.6% | +42.1% | +10.3% |
| YTD | +21.7% | -47.6% | +69.3% | +23.1% |
| 1Y | +37.1% | -41.0% | +78.2% | +37.8% |
| 3Y | +165.2% | +67.5% | +97.7% | +156.9% |
| 5Y | +110.3% | -71.3% | +181.6% | +100.8% |
| All | +110.3% | -71.3% | +181.5% | +100.8% |
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