+89.6%
AXP vs WCC
+145.3%
-55.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | -0.6% | -9.9% | +9.3% | +2.1% |
| 30D | +5.0% | -13.4% | +18.4% | +8.9% |
| 3M | -4.2% | -13.5% | +9.2% | -1.3% |
| 6M | +2.9% | -10.6% | +13.6% | +3.8% |
| YTD | -11.6% | +30.1% | -41.7% | -23.0% |
| 1Y | -11.1% | +22.3% | -33.4% | -20.9% |
| 3Y | +116.7% | +130.3% | -13.5% | +42.5% |
| 5Y | +89.6% | +144.5% | -54.9% | +12.4% |
| All | +89.6% | +145.3% | -55.7% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling