+91.4%
USO vs BBAI
+62.6%
+28.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.1% | +5.8% | +2.7% |
| 7D | +6.2% | -4.1% | +10.3% | +6.2% |
| 30D | +19.1% | -12.4% | +31.5% | +19.1% |
| 3M | +14.2% | -29.1% | +43.3% | +14.3% |
| 6M | +43.7% | -32.6% | +76.4% | +44.0% |
| YTD | +116.8% | -47.6% | +164.4% | +117.5% |
| 1Y | +104.3% | -41.0% | +145.4% | +104.6% |
| All | +91.4% | +62.6% | +28.7% | +83.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling