+119.7%
AXP vs WMB
+98.2%
+21.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.3% | +3.0% | -0.8% |
| 7D | +0.4% | -14.2% | +14.6% | +4.6% |
| 30D | +7.0% | -11.2% | +18.3% | +10.2% |
| 3M | -6.6% | -9.9% | +3.3% | -4.5% |
| 6M | +3.5% | -14.4% | +17.8% | +7.1% |
| YTD | -11.2% | +9.2% | -20.4% | -17.7% |
| 1Y | -10.2% | +15.1% | -25.2% | -18.9% |
| All | +119.7% | +98.2% | +21.5% | +51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling