+170.6%
CVX vs ETSY
-67.3%
+237.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.5% |
| 7D | +0.7% | -12.7% | +13.4% | +1.2% |
| 30D | +9.1% | -9.9% | +19.1% | +9.6% |
| 3M | +13.1% | +4.2% | +8.9% | +12.6% |
| 6M | +16.3% | +34.2% | -17.9% | +14.1% |
| YTD | +43.5% | +29.1% | +14.4% | +40.9% |
| 1Y | +40.2% | +23.8% | +16.3% | +37.3% |
| 3Y | +44.2% | +6.6% | +37.6% | +40.6% |
| 5Y | +170.6% | -67.0% | +237.6% | +169.3% |
| All | +170.6% | -67.3% | +237.9% | +169.3% |
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 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