+440.3%
AXP vs WEC
+178.6%
+261.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.6% |
| 7D | -1.1% | +0.2% | -1.3% | -1.2% |
| 30D | +5.2% | +12.9% | -7.7% | +0.6% |
| 3M | -4.6% | +9.8% | -14.4% | -7.9% |
| 6M | +3.2% | +6.7% | -3.5% | +0.4% |
| YTD | -11.3% | +14.0% | -25.3% | -16.3% |
| 1Y | -11.0% | +7.3% | -18.4% | -14.0% |
| 3Y | +120.2% | +63.8% | +56.4% | +76.9% |
| 5Y | +91.7% | +54.8% | +37.0% | +55.1% |
| 10Y | +440.3% | +185.7% | +254.6% | +319.0% |
| All | +440.3% | +178.6% | +261.7% | +319.0% |
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