+1,173.1%
AXP vs WCC
+1,380.5%
-207.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -9.6% | +7.3% | +0.8% |
| 7D | +0.4% | -21.9% | +22.3% | +8.0% |
| 30D | +7.0% | -25.4% | +32.5% | +16.5% |
| 3M | -6.6% | -23.1% | +16.5% | +0.2% |
| 6M | +3.5% | -18.1% | +21.5% | +7.5% |
| YTD | -11.2% | +17.7% | -28.8% | -19.0% |
| 1Y | -10.2% | +12.4% | -22.5% | -16.9% |
| 3Y | +120.0% | +105.9% | +14.2% | +58.9% |
| 5Y | +95.6% | +116.8% | -21.2% | +33.6% |
| 10Y | +468.1% | +456.1% | +12.1% | +162.0% |
| All | +1,173.1% | +1,380.5% | -207.4% | +273.1% |
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