+219.2%
CVX vs ETSY
+431.9%
-212.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.5% |
| 7D | +2.6% | -4.9% | +7.5% | +3.0% |
| 30D | +9.8% | -8.6% | +18.5% | +10.4% |
| 3M | +16.2% | +4.8% | +11.4% | +15.5% |
| 6M | +13.6% | +38.1% | -24.5% | +10.3% |
| YTD | +44.4% | +31.2% | +13.1% | +40.3% |
| 1Y | +40.6% | +22.1% | +18.5% | +36.7% |
| 3Y | +48.2% | +12.2% | +35.9% | +42.8% |
| 5Y | +172.3% | -66.5% | +238.7% | +180.6% |
| All | +219.2% | +431.9% | -212.7% | +141.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling