+416.1%
ETSY vs CP
+230.5%
+185.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +1.9% | +1.3% |
| 7D | -12.7% | -2.7% | -10.0% | -11.5% |
| 30D | -9.9% | -3.4% | -6.6% | -8.6% |
| 3M | +4.2% | -0.6% | +4.8% | +4.1% |
| 6M | +34.2% | +6.3% | +27.9% | +28.7% |
| YTD | +29.1% | +21.2% | +8.0% | +14.9% |
| 1Y | +23.8% | +20.0% | +3.8% | +10.7% |
| 3Y | +6.6% | +18.7% | -12.1% | -6.4% |
| 5Y | -67.0% | +34.8% | -101.8% | -73.1% |
| All | +416.1% | +230.5% | +185.6% | +154.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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