+9.3%
XYL vs BBAI
-70.8%
+80.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +1.8% | -1.0% | +2.8% | +1.8% |
| 30D | -9.2% | -10.7% | +1.5% | -9.1% |
| 3M | -0.3% | -32.3% | +32.0% | +0.2% |
| 6M | -11.0% | -31.3% | +20.3% | -10.6% |
| YTD | -19.2% | -45.9% | +26.7% | -18.7% |
| 1Y | -21.2% | -40.0% | +18.8% | -21.0% |
| 3Y | +18.6% | +72.8% | -54.2% | +16.4% |
| 5Y | -14.3% | -70.4% | +56.0% | -17.5% |
| All | +9.3% | -70.8% | +80.1% | +5.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling