+39.4%
XOP vs BBAI
+62.6%
-23.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.6% | +0.7% |
| 7D | +1.0% | -4.1% | +5.0% | +1.1% |
| 30D | +10.8% | -12.4% | +23.2% | +11.3% |
| 3M | +19.5% | -29.1% | +48.5% | +20.8% |
| 6M | +21.6% | -32.6% | +54.2% | +22.9% |
| YTD | +55.8% | -47.6% | +103.4% | +58.6% |
| 1Y | +54.6% | -41.0% | +95.7% | +55.8% |
| All | +39.4% | +62.6% | -23.3% | +23.4% |
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