+219.2%
CB vs ETSY
+423.3%
-204.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.3% |
| 7D | -2.8% | -12.7% | +10.0% | -2.1% |
| 30D | -2.4% | -9.9% | +7.5% | -2.0% |
| 3M | +2.8% | +4.2% | -1.4% | +2.5% |
| 6M | +4.8% | +34.2% | -29.4% | +3.0% |
| YTD | +9.2% | +29.1% | -20.0% | +7.4% |
| 1Y | +22.8% | +23.8% | -1.0% | +20.6% |
| 3Y | +71.1% | +6.6% | +64.5% | +67.6% |
| 5Y | +101.0% | -67.0% | +168.0% | +103.8% |
| All | +219.2% | +423.3% | -204.1% | +182.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 10y: compounded portfolio wealth divided by compounded ETSY 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…
10y analysis · Full analysis span regression · 6 months rolling