+4,329.9%
LUV vs PEG
+2,889.2%
+1,440.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.5% |
| 7D | +0.7% | -0.1% | +0.7% | +0.7% |
| 30D | -13.4% | -1.7% | -11.7% | -12.9% |
| 3M | -9.6% | -6.8% | -2.8% | -7.4% |
| 6M | -8.9% | -11.4% | +2.5% | -5.1% |
| YTD | -5.2% | -7.2% | +2.1% | -2.9% |
| 1Y | +27.0% | -6.1% | +33.2% | +29.3% |
| 3Y | +39.6% | +31.8% | +7.9% | +25.0% |
| 5Y | -14.4% | +35.6% | -50.0% | -24.8% |
| 10Y | +17.3% | +148.7% | -131.5% | -16.2% |
| All | +4,329.9% | +2,889.2% | +1,440.8% | +1,233.3% |
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