+58.1%
XLE vs BBAI
+47.0%
+11.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -12.0% | -14.6% | +2.6% | -11.8% |
| 30D | -2.7% | -11.6% | +8.8% | -2.6% |
| 3M | +6.6% | -26.2% | +32.8% | +7.0% |
| 6M | +9.5% | -49.2% | +58.7% | +10.6% |
| YTD | +40.6% | -58.9% | +99.4% | +42.2% |
| 1Y | +43.6% | -60.8% | +104.4% | +45.2% |
| 3Y | +58.1% | +51.0% | +7.1% | +45.8% |
| All | +58.1% | +47.0% | +11.1% | +45.8% |
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