+855.0%
EXPE vs PEG
+405.7%
+449.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.5% | -1.6% |
| 7D | -9.5% | +0.7% | -10.2% | -9.9% |
| 30D | -6.6% | -2.4% | -4.2% | -5.4% |
| 3M | +31.4% | -4.8% | +36.2% | +34.6% |
| 6M | +35.2% | -10.7% | +45.9% | +42.5% |
| YTD | +5.8% | -6.7% | +12.5% | +8.1% |
| 1Y | +38.7% | -6.8% | +45.5% | +41.5% |
| 3Y | +175.8% | +34.5% | +141.3% | +126.4% |
| 5Y | +111.8% | +35.8% | +76.1% | +71.3% |
| 10Y | +179.7% | +141.7% | +38.0% | +65.5% |
| All | +855.0% | +405.7% | +449.3% | +265.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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