+130.9%
ORCL vs BBAI
-70.8%
+201.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.0% | +5.1% | +3.1% |
| 7D | +5.3% | -4.3% | +9.5% | +5.4% |
| 30D | +10.0% | -3.6% | +13.6% | +10.1% |
| 3M | -32.6% | -38.8% | +6.2% | -31.5% |
| 6M | +4.9% | -23.8% | +28.7% | +5.9% |
| YTD | -17.8% | -45.9% | +28.2% | -16.3% |
| 1Y | -28.0% | -40.8% | +12.8% | -27.0% |
| 3Y | +36.0% | +69.8% | -33.8% | +34.6% |
| 5Y | +88.7% | -70.3% | +159.0% | +84.2% |
| All | +130.9% | -70.8% | +201.7% | +125.6% |
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