+7.0%
XYL vs BBAI
-71.8%
+78.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -1.0% |
| 7D | -1.2% | -5.4% | +4.1% | -1.2% |
| 30D | -13.2% | -15.3% | +2.1% | -13.0% |
| 3M | -0.2% | -29.9% | +29.7% | +0.3% |
| 6M | -12.5% | -30.7% | +18.2% | -12.2% |
| YTD | -20.9% | -47.8% | +26.9% | -20.3% |
| 1Y | -21.6% | -40.4% | +18.8% | -21.3% |
| 3Y | +16.1% | +66.9% | -50.7% | +14.1% |
| 5Y | -15.6% | -71.4% | +55.8% | -18.7% |
| All | +7.0% | -71.8% | +78.8% | +3.3% |
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 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