-11.1%
AXP vs WMB
+17.3%
-28.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.8% |
| 7D | -0.1% | +7.8% | -7.9% | +0.1% |
| 30D | +4.4% | -5.1% | +9.5% | +4.0% |
| 3M | -6.4% | -4.7% | -1.7% | -6.7% |
| 6M | +4.2% | -7.4% | +11.6% | +3.9% |
| YTD | -12.4% | +17.5% | -29.8% | -16.6% |
| 1Y | -11.1% | +19.5% | -30.6% | -15.7% |
| All | -11.1% | +17.3% | -28.5% | -15.7% |
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