+467.1%
DDOG vs AXP
+201.3%
+265.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.3% | -0.4% |
| 7D | -10.1% | -2.1% | -8.0% | -9.4% |
| 30D | -24.8% | -6.5% | -18.3% | -22.8% |
| 3M | -12.6% | +4.6% | -17.2% | -14.3% |
| 6M | +79.9% | +5.4% | +74.5% | +75.3% |
| YTD | +56.6% | -11.1% | +67.7% | +63.1% |
| 1Y | +61.6% | -0.3% | +61.9% | +60.6% |
| 3Y | +117.9% | +111.6% | +6.3% | +64.6% |
| 5Y | +54.2% | +117.6% | -63.3% | +16.8% |
| All | +467.1% | +201.3% | +265.8% | +298.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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