+62.9%
XLC vs BBAI
+51.6%
+11.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.3% | +5.7% | +0.6% |
| 7D | +6.2% | -8.3% | +14.5% | +6.5% |
| 30D | -2.4% | -2.9% | +0.6% | -2.4% |
| 3M | -3.3% | -28.2% | +24.9% | -2.4% |
| 6M | -7.3% | -44.5% | +37.2% | -5.8% |
| YTD | -7.6% | -57.0% | +49.4% | -5.7% |
| 1Y | -3.7% | -59.4% | +55.7% | -1.7% |
| 3Y | +62.9% | +48.7% | +14.2% | +53.8% |
| All | +62.9% | +51.6% | +11.3% | +53.8% |
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 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