+607.3%
CEG vs ETSY
-55.9%
+663.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.8% |
| 7D | +0.3% | -12.7% | +13.0% | +1.7% |
| 30D | +2.9% | -9.9% | +12.8% | +3.9% |
| 3M | +18.2% | +4.2% | +14.0% | +17.2% |
| 6M | -9.5% | +34.2% | -43.7% | -13.3% |
| YTD | -18.7% | +29.1% | -47.8% | -21.9% |
| 1Y | -10.1% | +23.8% | -34.0% | -13.9% |
| 3Y | +168.3% | +6.6% | +161.7% | +154.5% |
| All | +607.3% | -55.9% | +663.2% | +561.7% |
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