+86.2%
CL vs ETSY
+644.4%
-558.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -0.8% | -3.5% | +2.7% | -0.7% |
| 30D | +9.5% | +11.4% | -1.9% | +8.9% |
| 3M | +6.6% | +10.9% | -4.2% | +6.1% |
| 6M | +13.2% | +53.5% | -40.3% | +11.2% |
| YTD | +26.9% | +59.3% | -32.4% | +24.0% |
| 1Y | +27.6% | +38.2% | -10.6% | +25.5% |
| 3Y | +39.1% | +39.6% | -0.5% | +35.4% |
| 5Y | +41.3% | -67.6% | +108.9% | +44.2% |
| All | +86.2% | +644.4% | -558.2% | +65.0% |
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