+1,157.5%
AXP vs WCC
+1,412.6%
-255.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.9% |
| 7D | +0.6% | -14.7% | +15.3% | +5.3% |
| 30D | +5.8% | -20.1% | +25.9% | +12.7% |
| 3M | -6.0% | -21.2% | +15.1% | 0.0% |
| 6M | +0.3% | -19.2% | +19.5% | +4.6% |
| YTD | -12.3% | +20.2% | -32.5% | -20.5% |
| 1Y | -11.2% | +14.5% | -25.7% | -18.4% |
| 3Y | +117.0% | +115.1% | +1.9% | +54.5% |
| 5Y | +93.2% | +121.5% | -28.3% | +31.0% |
| 10Y | +461.2% | +468.1% | -6.9% | +157.0% |
| All | +1,157.5% | +1,412.6% | -255.1% | +265.9% |
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