+49.0%
XEL vs BBAI
-80.9%
+129.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.7% | +7.9% | +0.1% |
| 7D | +2.4% | -14.0% | +16.4% | +2.4% |
| 30D | +8.3% | -12.4% | +20.7% | +8.2% |
| 3M | +4.2% | -42.8% | +47.0% | +3.9% |
| 6M | +3.7% | -54.6% | +58.4% | +3.4% |
| YTD | +13.1% | -64.6% | +77.7% | +12.6% |
| 1Y | +5.0% | -69.9% | +74.9% | +4.5% |
| 3Y | +55.0% | +7.3% | +47.7% | +56.3% |
| All | +49.0% | -80.9% | +129.9% | +50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling