+222.5%
XLE vs BBAI
-80.9%
+303.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.7% | +8.7% | +1.1% |
| 7D | +5.4% | -14.0% | +19.4% | +5.6% |
| 30D | -3.9% | -12.4% | +8.4% | -3.9% |
| 3M | +7.0% | -42.8% | +49.8% | +7.5% |
| 6M | +14.2% | -54.6% | +68.8% | +15.0% |
| YTD | +48.2% | -64.6% | +112.8% | +49.4% |
| 1Y | +47.7% | -69.9% | +117.6% | +49.1% |
| 3Y | +70.0% | +7.3% | +62.7% | +67.1% |
| 5Y | +169.1% | -80.8% | +250.0% | +167.0% |
| All | +222.5% | -80.9% | +303.4% | +218.2% |
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 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