+59.7%
XOM vs BBAI
+62.1%
-2.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.6% |
| 7D | +1.9% | -5.4% | +7.2% | +1.9% |
| 30D | +4.1% | -15.3% | +19.4% | +4.1% |
| 3M | +10.4% | -29.9% | +40.3% | +10.5% |
| 6M | +13.0% | -30.7% | +43.7% | +13.1% |
| YTD | +40.1% | -47.8% | +87.8% | +40.3% |
| 1Y | +51.1% | -40.4% | +91.5% | +51.2% |
| All | +59.7% | +62.1% | -2.3% | +50.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling