+42.7%
XLP vs BBAI
-79.3%
+122.0%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -10.0% | +9.6% | -0.4% |
| 7D | -0.2% | -6.8% | +6.5% | -0.2% |
| 30D | +8.2% | -13.4% | +21.5% | +8.1% |
| 3M | +7.7% | -36.5% | +44.2% | +7.6% |
| 6M | +9.3% | -50.6% | +59.9% | +9.2% |
| YTD | +19.5% | -61.7% | +81.1% | +19.3% |
| 1Y | +21.0% | -71.1% | +92.1% | +20.8% |
| 3Y | +43.2% | +32.7% | +10.5% | +43.9% |
| 5Y | +42.7% | -79.2% | +121.9% | +38.8% |
| All | +42.7% | -79.3% | +122.0% | +38.8% |
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 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