-37.6%
CLX vs ETSY
-67.3%
+29.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | -5.9% | -12.7% | +6.9% | -5.1% |
| 30D | -17.0% | -9.9% | -7.1% | -16.5% |
| 3M | -9.6% | +4.2% | -13.7% | -9.8% |
| 6M | -21.5% | +34.2% | -55.7% | -22.8% |
| YTD | -8.8% | +29.1% | -37.9% | -10.3% |
| 1Y | -24.7% | +23.8% | -48.5% | -25.9% |
| 3Y | -35.6% | +6.6% | -42.3% | -37.0% |
| 5Y | -37.6% | -67.0% | +29.4% | -40.6% |
| All | -37.6% | -67.3% | +29.7% | -40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling