-33.1%
LUV vs BBAI
-71.7%
+38.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.1% |
| 7D | +0.7% | -4.1% | +4.7% | +0.8% |
| 30D | -13.4% | -12.4% | -1.1% | -13.2% |
| 3M | -9.6% | -29.1% | +19.5% | -8.9% |
| 6M | -8.9% | -32.6% | +23.7% | -8.2% |
| YTD | -5.2% | -47.6% | +42.4% | -4.1% |
| 1Y | +27.0% | -41.0% | +68.1% | +27.8% |
| 3Y | +39.6% | +67.5% | -27.8% | +34.1% |
| 5Y | -14.4% | -71.3% | +56.9% | -17.5% |
| All | -33.1% | -71.7% | +38.6% | -35.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling