-13.7%
AXP vs WEC
+8.3%
-22.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.1% | -0.7% | -1.4% | -2.1% |
| 30D | +2.7% | +11.0% | -8.3% | +3.4% |
| 3M | -7.3% | +8.6% | -15.9% | -6.9% |
| 6M | +1.8% | +6.2% | -4.4% | +1.7% |
| YTD | -13.1% | +14.3% | -27.3% | -12.0% |
| 1Y | -13.7% | +8.4% | -22.1% | -13.6% |
| All | -13.7% | +8.3% | -22.1% | -13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling