-4.9%
LYB vs BBAI
-70.8%
+65.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.0% |
| 7D | +0.3% | -1.7% | +2.0% | +0.3% |
| 30D | +2.5% | -12.0% | +14.4% | +2.6% |
| 3M | +1.4% | -30.7% | +32.1% | +1.9% |
| 6M | -3.5% | -30.7% | +27.2% | -3.1% |
| YTD | +52.0% | -46.9% | +98.8% | +53.0% |
| 1Y | +22.1% | -41.1% | +63.1% | +22.4% |
| 3Y | -22.8% | +65.9% | -88.7% | -25.1% |
| All | -4.9% | -70.8% | +65.8% | -8.2% |
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 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