+57.3%
CL vs ETSY
+403.1%
-345.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.3% |
| 7D | -2.3% | -12.9% | +10.6% | -1.8% |
| 30D | -5.5% | -11.5% | +6.0% | -5.1% |
| 3M | +0.8% | +3.5% | -2.7% | +0.7% |
| 6M | -4.2% | +27.6% | -31.8% | -5.3% |
| YTD | +13.4% | +28.4% | -15.0% | +12.0% |
| 1Y | +7.1% | +27.1% | -20.0% | +5.5% |
| 3Y | +29.0% | +6.0% | +23.0% | +27.0% |
| 5Y | +28.3% | -67.1% | +95.4% | +30.3% |
| 10Y | +57.3% | +421.9% | -364.6% | +42.3% |
| All | +57.3% | +403.1% | -345.8% | +42.3% |
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