+89.6%
CL vs ETSY
+650.4%
-560.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.8% |
| 7D | +3.2% | -1.0% | +4.3% | +3.3% |
| 30D | +8.0% | +7.3% | +0.7% | +7.7% |
| 3M | +7.9% | +10.3% | -2.5% | +7.3% |
| 6M | +14.7% | +55.1% | -40.3% | +12.6% |
| YTD | +29.2% | +60.5% | -31.4% | +26.2% |
| 1Y | +29.5% | +52.2% | -22.7% | +26.9% |
| 3Y | +40.7% | +40.8% | -0.1% | +36.8% |
| 5Y | +43.9% | -67.3% | +111.2% | +46.7% |
| All | +89.6% | +650.4% | -560.8% | +67.9% |
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 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