-11.2%
AXP vs WMB
+14.8%
-26.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | +0.6% | -13.8% | +14.4% | 0.0% |
| 30D | +5.8% | -10.3% | +16.2% | +5.3% |
| 3M | -6.0% | -10.1% | +4.0% | -6.4% |
| 6M | +0.3% | -11.8% | +12.1% | -0.3% |
| YTD | -12.3% | +8.9% | -21.2% | -17.0% |
| 1Y | -11.2% | +14.0% | -25.2% | -17.4% |
| All | -11.2% | +14.8% | -26.0% | -17.4% |
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