+39.7%
XOP vs BBAI
+49.4%
-9.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +2.7% |
| 7D | +0.5% | -10.2% | +10.6% | +0.8% |
| 30D | -7.3% | 0.0% | -7.3% | -7.4% |
| 3M | +1.4% | -30.9% | +32.3% | +2.5% |
| 6M | +7.8% | -46.8% | +54.5% | +9.8% |
| YTD | +44.5% | -57.4% | +101.9% | +47.9% |
| 1Y | +37.0% | -62.0% | +99.1% | +40.4% |
| All | +39.7% | +49.4% | -9.7% | +23.3% |
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