+29.6%
CL vs ETSY
+4.9%
+24.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.8% | +4.4% | -0.3% |
| 7D | -1.4% | -10.9% | +9.6% | -1.0% |
| 30D | -5.2% | -14.9% | +9.7% | -4.8% |
| 3M | +3.3% | +5.8% | -2.5% | +3.3% |
| 6M | -4.4% | +29.1% | -33.5% | -4.9% |
| YTD | +13.9% | +31.3% | -17.4% | +13.2% |
| 1Y | +7.6% | +25.1% | -17.5% | +7.1% |
| 3Y | +29.6% | +8.5% | +21.1% | +28.0% |
| All | +29.6% | +4.9% | +24.6% | +28.0% |
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 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