+119.2%
ORLY vs BBAI
-70.8%
+189.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +0.4% |
| 7D | -2.4% | -1.7% | -0.6% | -2.4% |
| 30D | -6.8% | -12.0% | +5.2% | -6.8% |
| 3M | -4.8% | -30.7% | +25.9% | -4.9% |
| 6M | -9.1% | -30.7% | +21.6% | -9.2% |
| YTD | -5.9% | -46.9% | +40.9% | -6.1% |
| 1Y | -20.4% | -41.1% | +20.7% | -20.5% |
| 3Y | +36.6% | +65.9% | -29.3% | +37.7% |
| All | +119.2% | -70.8% | +189.9% | +110.5% |
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