+50.9%
XLC vs BBAI
-77.0%
+127.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.6% | +0.8% |
| 7D | +3.5% | -10.2% | +13.6% | +3.6% |
| 30D | -2.6% | 0.0% | -2.6% | -2.6% |
| 3M | -2.1% | -30.9% | +28.9% | -1.6% |
| 6M | -5.5% | -46.8% | +41.3% | -4.8% |
| YTD | -6.9% | -57.4% | +50.5% | -6.1% |
| 1Y | -3.7% | -62.0% | +58.3% | -2.9% |
| 3Y | +64.2% | +47.4% | +16.8% | +61.5% |
| 5Y | +43.0% | -77.0% | +120.0% | +40.4% |
| All | +50.9% | -77.0% | +127.9% | +47.2% |
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