+246.4%
XOM vs BBAI
-70.8%
+317.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.7% |
| 7D | +1.8% | -4.3% | +6.0% | +1.8% |
| 30D | +5.9% | -3.6% | +9.5% | +5.9% |
| 3M | +5.6% | -38.8% | +44.4% | +5.9% |
| 6M | +7.9% | -23.8% | +31.6% | +8.0% |
| YTD | +35.2% | -45.9% | +81.1% | +35.6% |
| 1Y | +46.0% | -40.8% | +86.8% | +46.2% |
| 3Y | +55.0% | +69.8% | -14.7% | +51.9% |
| 5Y | +246.3% | -70.3% | +316.6% | +239.0% |
| All | +246.4% | -70.8% | +317.2% | +239.7% |
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