+69.4%
ORCL vs BBAI
-77.8%
+147.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -11.2% | -14.6% | +3.5% | -10.6% |
| 30D | -18.8% | -11.6% | -7.3% | -18.5% |
| 3M | -18.8% | -26.2% | +7.5% | -17.9% |
| 6M | -39.7% | -49.2% | +9.5% | -38.3% |
| YTD | -39.6% | -58.9% | +19.3% | -38.0% |
| 1Y | -51.7% | -60.8% | +9.0% | -50.4% |
| 3Y | +10.2% | +51.0% | -40.8% | +10.2% |
| 5Y | +30.8% | -77.7% | +108.5% | +29.3% |
| All | +69.4% | -77.8% | +147.2% | +67.2% |
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