+134.7%
CEG vs ETSY
+41.3%
+93.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.8% |
| 7D | +12.1% | -1.0% | +13.1% | +12.2% |
| 30D | +0.2% | +7.3% | -7.1% | -0.5% |
| 3M | +0.7% | +10.3% | -9.6% | -0.4% |
| 6M | +2.2% | +55.1% | -52.8% | -2.6% |
| YTD | -20.3% | +60.5% | -80.9% | -24.8% |
| 1Y | -16.1% | +52.2% | -68.3% | -20.3% |
| 3Y | +134.7% | +40.8% | +93.9% | +104.8% |
| All | +134.7% | +41.3% | +93.3% | +104.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling