+172.0%
XOP vs BBAI
-71.3%
+243.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.6% | +0.1% |
| 7D | +2.6% | -1.7% | +4.3% | +2.7% |
| 30D | +9.6% | -12.0% | +21.6% | +9.8% |
| 3M | +20.4% | -30.7% | +51.0% | +21.1% |
| 6M | +19.9% | -30.7% | +50.6% | +20.4% |
| YTD | +56.4% | -46.9% | +103.3% | +57.7% |
| 1Y | +52.4% | -41.1% | +93.5% | +53.1% |
| 3Y | +39.9% | +65.9% | -26.0% | +35.2% |
| 5Y | +163.7% | -70.9% | +234.6% | +165.2% |
| All | +172.0% | -71.3% | +243.3% | +173.7% |
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 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