+403.0%
AXP vs WEC
+195.2%
+207.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.1% | -0.7% | -1.4% | -1.9% |
| 30D | +2.7% | +11.0% | -8.3% | -1.3% |
| 3M | -7.3% | +8.6% | -15.9% | -10.2% |
| 6M | +1.8% | +6.2% | -4.4% | -0.8% |
| YTD | -13.1% | +14.3% | -27.3% | -18.0% |
| 1Y | -13.7% | +8.4% | -22.1% | -16.9% |
| 3Y | +113.1% | +62.9% | +50.2% | +71.5% |
| 5Y | +85.9% | +55.8% | +30.1% | +49.9% |
| All | +403.0% | +195.2% | +207.8% | +284.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling