+194.0%
SHEL vs BBAI
-70.8%
+264.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +1.9% | -1.0% | +3.0% | +1.9% |
| 30D | +8.7% | -10.7% | +19.4% | +8.8% |
| 3M | +11.0% | -32.3% | +43.2% | +11.5% |
| 6M | +14.6% | -31.3% | +45.8% | +14.9% |
| YTD | +33.3% | -45.9% | +79.2% | +34.0% |
| 1Y | +37.9% | -40.0% | +77.9% | +38.2% |
| 3Y | +69.7% | +72.8% | -3.0% | +64.9% |
| 5Y | +190.1% | -70.4% | +260.5% | +180.1% |
| All | +194.0% | -70.8% | +264.8% | +184.7% |
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