+37.6%
CL vs ETSY
+37.7%
-0.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.4% | -2.1% |
| 7D | +1.3% | +1.1% | +0.2% | +1.3% |
| 30D | +11.4% | +25.8% | -14.4% | +10.5% |
| 3M | +4.4% | +9.3% | -4.9% | +4.0% |
| 6M | +10.8% | +38.4% | -27.6% | +9.8% |
| YTD | +25.1% | +62.2% | -37.1% | +23.4% |
| 1Y | +28.0% | +58.3% | -30.4% | +26.2% |
| 3Y | +37.6% | +42.6% | -4.9% | +36.5% |
| All | +37.6% | +37.7% | -0.1% | +36.5% |
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 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