+546.2%
LITE vs BKNG
+58.6%
+487.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.8% | +8.9% | +10.3% |
| 7D | -12.9% | +6.3% | -19.2% | -14.4% |
| 30D | -46.0% | +2.0% | -47.9% | -46.6% |
| 3M | -33.0% | -23.6% | -9.5% | -28.5% |
| 6M | -34.0% | -1.0% | -33.1% | -37.4% |
| YTD | +61.7% | -23.1% | +84.9% | +69.5% |
| 1Y | +148.3% | -16.5% | +164.8% | +148.2% |
| 3Y | +1,408.5% | +39.0% | +1,369.5% | +1,080.5% |
| 5Y | +546.2% | +58.0% | +488.2% | +356.4% |
| All | +546.2% | +58.6% | +487.6% | +356.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BKNG.
Daily Out/Under-Performance
Portfolio return minus BKNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKNG 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 BKNG 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