+30.9%
XEL vs BBAI
-71.3%
+102.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | +0.1% |
| 7D | -0.3% | -1.7% | +1.4% | -0.3% |
| 30D | -3.9% | -12.0% | +8.0% | -4.0% |
| 3M | -2.8% | -30.7% | +27.9% | -3.0% |
| 6M | -5.4% | -30.7% | +25.3% | -5.5% |
| YTD | +3.8% | -46.9% | +50.6% | +3.5% |
| 1Y | +6.8% | -41.1% | +47.9% | +6.7% |
| 3Y | +45.6% | +65.9% | -20.3% | +47.2% |
| 5Y | +30.7% | -70.9% | +101.6% | +29.3% |
| All | +30.9% | -71.3% | +102.2% | +29.7% |
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 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