-11.1%
AXP vs WCC
+23.4%
-34.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | -0.6% | -9.9% | +9.3% | +0.5% |
| 30D | +5.0% | -13.4% | +18.4% | +6.6% |
| 3M | -4.2% | -13.5% | +9.2% | -3.0% |
| 6M | +2.9% | -10.6% | +13.6% | +3.1% |
| YTD | -11.6% | +30.1% | -41.7% | -23.2% |
| 1Y | -11.1% | +22.3% | -33.4% | -21.4% |
| All | -11.1% | +23.4% | -34.5% | -21.4% |
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 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