+298.0%
CB vs ETSY
+185.3%
+112.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.2% | -0.4% |
| 7D | -1.5% | -4.3% | +2.8% | -1.3% |
| 30D | +6.5% | +15.3% | -8.8% | +5.8% |
| 3M | +4.1% | +3.4% | +0.7% | +3.8% |
| 6M | +14.4% | +37.4% | -23.0% | +12.5% |
| YTD | +17.5% | +59.5% | -42.0% | +14.4% |
| 1Y | +27.5% | +49.7% | -22.1% | +24.5% |
| 3Y | +71.6% | +42.6% | +29.0% | +65.8% |
| 5Y | +100.6% | -65.8% | +166.4% | +103.3% |
| 10Y | +243.0% | +677.8% | -434.8% | +188.7% |
| All | +298.0% | +185.3% | +112.8% | +231.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling