+198.5%
SHEL vs BBAI
-71.3%
+269.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -0.9% | +0.8% |
| 7D | +4.1% | -1.7% | +5.8% | +4.1% |
| 30D | +8.4% | -12.0% | +20.3% | +8.5% |
| 3M | +13.7% | -30.7% | +44.4% | +14.2% |
| 6M | +12.7% | -30.7% | +43.4% | +13.1% |
| YTD | +35.3% | -46.9% | +82.2% | +36.1% |
| 1Y | +39.4% | -41.1% | +80.4% | +39.7% |
| 3Y | +71.5% | +65.9% | +5.6% | +66.7% |
| 5Y | +195.0% | -70.9% | +265.9% | +184.9% |
| All | +198.5% | -71.3% | +269.8% | +189.1% |
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 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