+157.9%
XOP vs BBAI
-80.9%
+238.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.7% | +8.7% | +1.1% |
| 7D | +6.3% | -14.0% | +20.3% | +6.6% |
| 30D | -6.6% | -12.4% | +5.8% | -6.4% |
| 3M | +3.6% | -42.8% | +46.4% | +4.5% |
| 6M | +10.8% | -54.6% | +65.4% | +12.1% |
| YTD | +48.3% | -64.6% | +112.9% | +50.5% |
| 1Y | +42.9% | -69.9% | +112.8% | +45.4% |
| 3Y | +43.3% | +7.3% | +36.0% | +39.5% |
| 5Y | +94.0% | -80.8% | +174.8% | +97.6% |
| All | +157.9% | -80.9% | +238.8% | +161.1% |
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