+331.9%
RCL vs ETSY
+650.4%
-318.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | -1.2% | -1.0% | -0.2% | -1.0% |
| 30D | +17.8% | +7.3% | +10.5% | +15.8% |
| 3M | +4.9% | +10.3% | -5.4% | +2.0% |
| 6M | +23.7% | +55.1% | -31.3% | +10.8% |
| YTD | +17.8% | +60.5% | -42.7% | +3.4% |
| 1Y | +28.9% | +52.2% | -23.3% | +14.5% |
| 3Y | +241.9% | +40.8% | +201.1% | +194.4% |
| 5Y | +295.4% | -67.3% | +362.7% | +330.6% |
| All | +331.9% | +650.4% | -318.5% | +144.8% |
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