+42.7%
ORCL vs BBAI
-80.9%
+123.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.7% | +6.3% | -1.1% |
| 7D | +8.0% | -14.0% | +21.9% | +8.6% |
| 30D | -4.0% | -12.4% | +8.4% | -3.5% |
| 3M | -19.5% | -42.8% | +23.4% | -17.8% |
| 6M | -33.5% | -54.6% | +21.2% | -31.6% |
| YTD | -34.8% | -64.6% | +29.8% | -32.6% |
| 1Y | -41.6% | -69.9% | +28.3% | -39.5% |
| 3Y | +13.8% | +7.3% | +6.5% | +14.4% |
| All | +42.7% | -80.9% | +123.5% | +33.1% |
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 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