-0.3%
AXP vs WCC
+61.8%
-62.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.9% | -5.0% | -1.7% |
| 7D | -2.1% | +4.5% | -6.6% | -2.8% |
| 30D | -6.5% | -5.8% | -0.7% | -5.8% |
| 3M | +4.6% | -3.7% | +8.3% | +4.8% |
| 6M | +5.4% | +23.1% | -17.6% | -0.5% |
| YTD | -11.1% | +44.2% | -55.3% | -19.3% |
| 1Y | -0.3% | +62.1% | -62.4% | -9.9% |
| All | -0.3% | +61.8% | -62.1% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling