+225.7%
XLE vs BBAI
-70.3%
+296.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | 0.0% | -1.0% | +1.0% | 0.0% |
| 30D | +12.6% | -10.7% | +23.3% | +12.8% |
| 3M | +11.8% | -32.3% | +44.1% | +12.2% |
| 6M | +16.1% | -31.3% | +47.4% | +16.4% |
| YTD | +46.9% | -45.9% | +92.8% | +47.5% |
| 1Y | +53.3% | -40.0% | +93.3% | +53.5% |
| 3Y | +54.9% | +72.8% | -17.9% | +51.6% |
| 5Y | +225.7% | -70.4% | +296.1% | +221.4% |
| All | +225.7% | -70.3% | +296.0% | +221.4% |
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