+3.5%
AXP vs WCC
-18.3%
+21.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -9.6% | +7.3% | -1.8% |
| 7D | +0.4% | -21.9% | +22.3% | +1.4% |
| 30D | +7.0% | -25.4% | +32.5% | +8.2% |
| 3M | -6.6% | -23.1% | +16.5% | -5.8% |
| 6M | +3.5% | -18.1% | +21.5% | +2.8% |
| All | +3.5% | -18.3% | +21.8% | +2.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling