+403.0%
AXP vs WCC
+440.3%
-37.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.1% | +14.2% | -16.4% | -7.1% |
| 30D | +2.7% | -9.8% | +12.5% | +5.6% |
| 3M | -7.3% | -10.1% | +2.8% | -5.3% |
| 6M | +1.8% | -9.4% | +11.2% | +2.3% |
| YTD | -13.1% | +34.4% | -47.5% | -26.9% |
| 1Y | -13.7% | +23.3% | -37.0% | -24.9% |
| 3Y | +113.1% | +137.9% | -24.8% | +30.7% |
| 5Y | +85.9% | +144.0% | -58.0% | +5.4% |
| All | +403.0% | +440.3% | -37.3% | +48.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling