+205.9%
XLE vs BBAI
-77.8%
+283.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -12.0% | -14.6% | +2.6% | -11.9% |
| 30D | -2.7% | -11.6% | +8.8% | -2.7% |
| 3M | +6.6% | -26.2% | +32.8% | +6.8% |
| 6M | +9.5% | -49.2% | +58.7% | +10.2% |
| YTD | +40.6% | -58.9% | +99.4% | +41.5% |
| 1Y | +43.6% | -60.8% | +104.4% | +44.5% |
| 3Y | +58.1% | +51.0% | +7.1% | +55.0% |
| 5Y | +152.2% | -77.7% | +229.9% | +149.7% |
| All | +205.9% | -77.8% | +283.7% | +201.5% |
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