+469.1%
AXP vs WEC
+141.2%
+327.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.9% |
| 7D | -2.1% | -0.3% | -1.8% | -2.0% |
| 30D | -6.5% | -1.3% | -5.3% | -6.1% |
| 3M | +4.6% | -3.9% | +8.6% | +5.9% |
| 6M | +5.4% | -8.3% | +13.7% | +8.4% |
| YTD | -11.1% | +3.1% | -14.2% | -12.8% |
| 1Y | -0.3% | +1.9% | -2.2% | -1.9% |
| 3Y | +111.6% | +41.9% | +69.7% | +80.1% |
| 5Y | +117.6% | +30.8% | +86.8% | +88.8% |
| All | +469.1% | +141.2% | +327.9% | +355.5% |
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