+153.6%
ORLY vs BBAI
-71.7%
+225.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.2% |
| 7D | -1.0% | -4.1% | +3.0% | -1.0% |
| 30D | -6.7% | -12.4% | +5.7% | -6.7% |
| 3M | -3.8% | -29.1% | +25.3% | -3.9% |
| 6M | -9.0% | -32.6% | +23.6% | -9.1% |
| YTD | -5.6% | -47.6% | +42.0% | -5.8% |
| 1Y | -19.5% | -41.0% | +21.6% | -19.6% |
| 3Y | +34.7% | +67.5% | -32.7% | +35.9% |
| 5Y | +118.0% | -71.3% | +189.3% | +112.4% |
| All | +153.6% | -71.7% | +225.3% | +148.1% |
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 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