+37.8%
XLC vs BBAI
-70.3%
+108.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.6% | -1.0% | +1.6% | +0.6% |
| 30D | +0.2% | -10.7% | +10.9% | +0.4% |
| 3M | +0.6% | -32.3% | +32.9% | +1.1% |
| 6M | -4.5% | -31.3% | +26.8% | -4.2% |
| YTD | -4.7% | -45.9% | +41.2% | -4.2% |
| 1Y | -1.7% | -40.0% | +38.4% | -1.4% |
| 3Y | +72.3% | +72.8% | -0.5% | +68.9% |
| 5Y | +37.8% | -70.4% | +108.1% | +31.7% |
| All | +37.8% | -70.3% | +108.0% | +31.7% |
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 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