+1,173.9%
AXP vs WCC
+1,713.7%
-539.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.9% | -5.0% | -2.4% |
| 7D | -2.1% | +4.5% | -6.6% | -3.5% |
| 30D | -6.5% | -5.8% | -0.7% | -5.0% |
| 3M | +4.6% | -3.7% | +8.3% | +4.7% |
| 6M | +5.4% | +23.1% | -17.6% | -3.6% |
| YTD | -11.1% | +44.2% | -55.3% | -23.1% |
| 1Y | -0.3% | +62.1% | -62.4% | -17.6% |
| 3Y | +111.6% | +121.1% | -9.5% | +50.7% |
| 5Y | +117.6% | +214.0% | -96.4% | +33.2% |
| 10Y | +474.1% | +472.8% | +1.3% | +163.0% |
| All | +1,173.9% | +1,713.7% | -539.9% | +253.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling