+425.5%
AXP vs WEC
+189.6%
+235.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.2% |
| 7D | -0.6% | +1.4% | -2.0% | -1.1% |
| 30D | +5.0% | +12.8% | -7.8% | +0.3% |
| 3M | -4.2% | +11.2% | -15.5% | -8.1% |
| 6M | +2.9% | +6.6% | -3.7% | +0.2% |
| YTD | -11.6% | +13.8% | -25.4% | -16.5% |
| 1Y | -11.1% | +7.6% | -18.7% | -14.2% |
| 3Y | +116.7% | +62.2% | +54.5% | +74.7% |
| 5Y | +89.6% | +52.0% | +37.6% | +54.6% |
| All | +425.5% | +189.6% | +235.8% | +306.0% |
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