+52.9%
XLP vs BBAI
-76.8%
+129.7%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.3% | +5.5% | +0.1% |
| 7D | +2.3% | -8.3% | +10.6% | +2.3% |
| 30D | +9.1% | -2.9% | +12.0% | +9.1% |
| 3M | +7.9% | -28.2% | +36.0% | +7.8% |
| 6M | +9.6% | -44.5% | +54.1% | +9.5% |
| YTD | +19.4% | -57.0% | +76.5% | +19.3% |
| 1Y | +22.4% | -59.4% | +81.7% | +22.2% |
| 3Y | +43.2% | +48.7% | -5.5% | +43.9% |
| 5Y | +42.6% | -76.8% | +119.3% | +40.0% |
| All | +52.9% | -76.8% | +129.7% | +49.6% |
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