+160.6%
XOP vs BBAI
-71.3%
+231.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.6% | +0.6% |
| 7D | +1.0% | -4.1% | +5.0% | +1.0% |
| 30D | +10.8% | -12.4% | +23.2% | +11.1% |
| 3M | +19.5% | -29.1% | +48.5% | +20.1% |
| 6M | +21.6% | -32.6% | +54.2% | +22.2% |
| YTD | +55.8% | -47.6% | +103.4% | +57.2% |
| 1Y | +54.6% | -41.0% | +95.7% | +55.3% |
| 3Y | +36.6% | +67.5% | -30.8% | +32.1% |
| 5Y | +160.6% | -71.3% | +231.9% | +160.9% |
| All | +160.6% | -71.3% | +231.9% | +160.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling