+6,610.0%
AXP vs WEC
+3,978.4%
+2,631.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.8% |
| 7D | -2.1% | -0.3% | -1.8% | -2.0% |
| 30D | -6.5% | -1.3% | -5.3% | -6.0% |
| 3M | +4.6% | -3.9% | +8.6% | +6.3% |
| 6M | +5.4% | -8.3% | +13.7% | +9.2% |
| YTD | -11.1% | +3.1% | -14.2% | -13.1% |
| 1Y | -0.3% | +1.9% | -2.2% | -2.2% |
| 3Y | +111.6% | +41.9% | +69.7% | +73.9% |
| 5Y | +117.6% | +30.8% | +86.8% | +82.6% |
| 10Y | +474.1% | +141.9% | +332.2% | +237.7% |
| All | +6,610.0% | +3,978.4% | +2,631.6% | +792.5% |
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 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