+257.9%
CDE vs ETSY
+130.9%
+126.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.2% |
| 7D | -6.1% | -12.7% | +6.7% | -3.7% |
| 30D | +9.5% | -9.9% | +19.4% | +11.4% |
| 3M | +32.0% | +4.2% | +27.8% | +30.5% |
| 6M | -12.8% | +34.2% | -47.0% | -18.2% |
| YTD | +14.2% | +29.1% | -14.9% | +7.5% |
| 1Y | +36.3% | +23.8% | +12.5% | +27.9% |
| 3Y | +821.4% | +6.6% | +814.8% | +767.0% |
| 5Y | +194.3% | -67.0% | +261.3% | +218.2% |
| 10Y | +53.2% | +424.9% | -371.6% | +2.1% |
| All | +257.9% | +130.9% | +126.9% | +139.6% |
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