+139.6%
CLF vs ETSY
+146.8%
-7.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.7% | +8.5% | +3.4% |
| 7D | +7.6% | -8.5% | +16.0% | +9.7% |
| 30D | -1.2% | -10.9% | +9.7% | +1.2% |
| 3M | -13.4% | +14.1% | -27.5% | -16.8% |
| 6M | +15.4% | +37.5% | -22.1% | +5.6% |
| YTD | -5.9% | +38.0% | -43.9% | -14.4% |
| 1Y | +18.8% | +46.5% | -27.7% | +5.7% |
| 3Y | -19.4% | +2.5% | -21.9% | -24.5% |
| 5Y | -47.7% | -65.3% | +17.6% | -42.0% |
| 10Y | +130.4% | +451.6% | -321.2% | +27.7% |
| All | +139.6% | +146.8% | -7.2% | +51.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling