+192.2%
XME vs BBAI
-71.3%
+263.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.1% |
| 7D | -4.2% | -1.7% | -2.5% | -4.1% |
| 30D | -2.7% | -12.0% | +9.3% | -2.2% |
| 3M | -3.9% | -30.7% | +26.8% | -2.7% |
| 6M | -1.0% | -30.7% | +29.7% | +0.2% |
| YTD | +9.8% | -46.9% | +56.7% | +11.9% |
| 1Y | +32.5% | -41.1% | +73.6% | +34.5% |
| 3Y | +124.3% | +65.9% | +58.4% | +116.8% |
| 5Y | +165.8% | -70.9% | +236.7% | +157.5% |
| All | +192.2% | -71.3% | +263.5% | +185.1% |
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