+49.5%
XLC vs BBAI
-79.3%
+128.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -10.0% | +9.0% | -0.8% |
| 7D | +3.1% | -6.8% | +9.8% | +3.2% |
| 30D | -4.2% | -13.4% | +9.2% | -4.1% |
| 3M | -2.1% | -36.5% | +34.4% | -1.6% |
| 6M | -6.6% | -50.6% | +44.0% | -5.8% |
| YTD | -7.8% | -61.7% | +53.9% | -6.9% |
| 1Y | -4.1% | -71.1% | +67.0% | -2.9% |
| 3Y | +62.6% | +32.7% | +29.9% | +60.1% |
| 5Y | +39.6% | -79.2% | +118.9% | +37.2% |
| All | +49.5% | -79.3% | +128.8% | +46.0% |
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