+6,606.2%
AXP vs WEC
+4,455.0%
+2,151.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | +0.4% | +3.2% | -2.8% | -1.1% |
| 30D | +7.0% | +14.7% | -7.6% | +0.3% |
| 3M | -6.6% | +10.2% | -16.8% | -10.9% |
| 6M | +3.5% | +4.5% | -1.0% | +0.9% |
| YTD | -11.2% | +15.1% | -26.3% | -17.7% |
| 1Y | -10.2% | +9.4% | -19.6% | -14.8% |
| 3Y | +120.0% | +56.9% | +63.1% | +72.7% |
| 5Y | +95.6% | +54.4% | +41.1% | +51.7% |
| 10Y | +468.1% | +183.5% | +284.6% | +209.8% |
| All | +6,606.2% | +4,455.0% | +2,151.2% | +746.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling