+86.1%
AXP vs WEC
+56.3%
+29.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | -0.1% | +2.3% | -2.4% | -0.7% |
| 30D | +4.4% | +11.1% | -6.6% | +1.9% |
| 3M | -6.4% | +8.4% | -14.9% | -8.2% |
| 6M | +4.2% | +7.5% | -3.4% | +2.2% |
| YTD | -12.4% | +15.3% | -27.7% | -15.9% |
| 1Y | -11.1% | +9.7% | -20.8% | -13.5% |
| 3Y | +114.9% | +64.7% | +50.2% | +83.7% |
| All | +86.1% | +56.3% | +29.8% | +56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling