+91.0%
BKNG vs EXPD
+61.0%
+30.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.3% | -5.1% | -4.2% |
| 7D | -13.1% | +1.2% | -14.3% | -13.4% |
| 30D | -18.5% | +5.2% | -23.7% | -19.9% |
| 3M | +5.8% | +13.2% | -7.5% | +1.3% |
| 6M | -2.1% | +30.3% | -32.4% | -10.8% |
| YTD | -18.6% | +27.0% | -45.7% | -25.6% |
| 1Y | -21.7% | +57.3% | -79.0% | -34.1% |
| 3Y | +40.9% | +70.0% | -29.1% | +12.8% |
| 5Y | +91.0% | +61.6% | +29.4% | +40.6% |
| All | +91.0% | +61.0% | +30.0% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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