+626.9%
CEG vs ETSY
-56.1%
+683.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -1.5% |
| 7D | +1.3% | -12.9% | +14.2% | +2.8% |
| 30D | +8.8% | -11.5% | +20.3% | +10.1% |
| 3M | +17.0% | +3.5% | +13.4% | +16.0% |
| 6M | -8.7% | +27.6% | -36.3% | -12.0% |
| YTD | -16.4% | +28.4% | -44.8% | -19.7% |
| 1Y | -1.8% | +27.1% | -28.8% | -6.1% |
| 3Y | +175.8% | +6.0% | +169.7% | +161.8% |
| All | +626.9% | -56.1% | +683.0% | +580.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling