-6.7%
AXP vs WMB
+22.7%
-29.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -6.4% | +8.5% | +1.9% |
| 7D | +4.6% | -8.6% | +13.2% | +4.2% |
| 30D | +9.7% | -4.2% | +13.9% | +9.4% |
| 3M | -3.8% | -4.4% | +0.6% | -4.0% |
| 6M | +4.8% | -8.7% | +13.5% | +4.6% |
| YTD | -9.1% | +15.4% | -24.5% | -14.1% |
| 1Y | -6.7% | +23.7% | -30.4% | -14.5% |
| All | -6.7% | +22.7% | -29.4% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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