+91.0%
BKNG vs LII
+21.2%
+69.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.4% | -1.4% | -3.0% |
| 7D | -13.1% | +0.5% | -13.6% | -13.2% |
| 30D | -18.5% | -11.2% | -7.3% | -15.4% |
| 3M | +5.8% | -28.8% | +34.6% | +16.1% |
| 6M | -2.1% | -26.9% | +24.8% | +5.5% |
| YTD | -18.6% | -22.2% | +3.5% | -15.0% |
| 1Y | -21.7% | -32.0% | +10.3% | -14.2% |
| 3Y | +40.9% | -0.4% | +41.3% | +26.2% |
| 5Y | +91.0% | +22.4% | +68.5% | +49.6% |
| All | +91.0% | +21.2% | +69.8% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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