+93.1%
BKNG vs C
+131.6%
-38.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | -10.7% | +0.3% | -10.9% | -10.8% |
| 30D | -18.1% | +2.0% | -20.1% | -19.0% |
| 3M | +8.5% | +4.4% | +4.2% | +5.7% |
| 6M | -0.1% | +28.3% | -28.4% | -12.0% |
| YTD | -18.2% | +20.5% | -38.7% | -26.3% |
| 1Y | -19.9% | +45.5% | -65.4% | -34.5% |
| 3Y | +41.6% | +274.0% | -232.4% | -32.6% |
| 5Y | +93.1% | +136.1% | -43.0% | +24.3% |
| All | +93.1% | +131.6% | -38.5% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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