+48.2%
CSX vs ETSY
-66.0%
+114.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.6% | -3.2% |
| 7D | -5.5% | +1.1% | -6.6% | -5.7% |
| 30D | +4.9% | +25.8% | -20.9% | +2.0% |
| 3M | -2.9% | +9.3% | -12.2% | -4.2% |
| 6M | +8.3% | +38.4% | -30.1% | +3.5% |
| YTD | +36.7% | +62.2% | -25.5% | +27.0% |
| 1Y | +41.5% | +58.3% | -16.8% | +31.6% |
| 3Y | +68.6% | +42.6% | +26.1% | +54.3% |
| All | +48.2% | -66.0% | +114.2% | +44.7% |
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