+55.2%
XLC vs BBAI
-70.8%
+126.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -1.2% |
| 7D | -0.8% | -4.3% | +3.4% | -0.8% |
| 30D | +1.0% | -3.6% | +4.7% | +1.1% |
| 3M | -0.7% | -38.8% | +38.1% | -0.1% |
| 6M | -5.1% | -23.8% | +18.6% | -4.9% |
| YTD | -4.3% | -45.9% | +41.6% | -3.7% |
| 1Y | -0.6% | -40.8% | +40.2% | -0.3% |
| 3Y | +72.7% | +69.8% | +2.9% | +69.4% |
| 5Y | +38.0% | -70.3% | +108.3% | +35.0% |
| All | +55.2% | -70.8% | +126.0% | +51.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling