+210.9%
CVX vs ETSY
+134.9%
+76.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.8% | +5.4% | +0.9% |
| 7D | -0.6% | -10.9% | +10.3% | +0.2% |
| 30D | +13.4% | -14.9% | +28.3% | +14.7% |
| 3M | +11.8% | +5.8% | +6.0% | +11.0% |
| 6M | +12.4% | +29.1% | -16.7% | +9.6% |
| YTD | +41.5% | +31.3% | +10.1% | +37.4% |
| 1Y | +41.6% | +25.1% | +16.5% | +37.2% |
| 3Y | +42.2% | +8.5% | +33.8% | +37.3% |
| 5Y | +166.0% | -66.1% | +232.1% | +173.9% |
| 10Y | +207.2% | +410.3% | -203.1% | +124.2% |
| All | +210.9% | +134.9% | +76.0% | +115.9% |
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 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