+41.6%
XLB vs BBAI
-71.7%
+113.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -1.0% |
| 7D | -2.9% | -4.1% | +1.1% | -2.9% |
| 30D | -3.4% | -12.4% | +9.0% | -3.2% |
| 3M | +1.6% | -29.1% | +30.7% | +2.0% |
| 6M | +3.6% | -32.6% | +36.3% | +4.0% |
| YTD | +14.2% | -47.6% | +61.8% | +14.9% |
| 1Y | +15.6% | -41.0% | +56.6% | +15.9% |
| 3Y | +33.1% | +67.5% | -34.4% | +30.9% |
| 5Y | +35.0% | -71.3% | +106.3% | +32.5% |
| All | +41.6% | -71.7% | +113.3% | +39.8% |
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