+293.2%
USO vs BBAI
-71.8%
+365.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.4% | +6.0% | +5.6% |
| 7D | +11.5% | -5.4% | +16.8% | +11.5% |
| 30D | +24.1% | -15.3% | +39.4% | +24.1% |
| 3M | +17.9% | -29.9% | +47.8% | +18.0% |
| 6M | +49.6% | -30.7% | +80.3% | +49.7% |
| YTD | +129.0% | -47.8% | +176.8% | +129.4% |
| 1Y | +112.0% | -40.4% | +152.4% | +112.1% |
| 3Y | +102.3% | +66.9% | +35.4% | +100.0% |
| 5Y | +224.5% | -71.4% | +295.9% | +222.4% |
| All | +293.2% | -71.8% | +365.0% | +290.8% |
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