+227.1%
RCL vs ETSY
-66.8%
+293.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.1% |
| 7D | -2.2% | -12.9% | +10.7% | +1.7% |
| 30D | -15.7% | -11.5% | -4.2% | -12.8% |
| 3M | -8.0% | +3.5% | -11.5% | -9.4% |
| 6M | -10.1% | +27.6% | -37.8% | -17.6% |
| YTD | -5.9% | +28.4% | -34.3% | -14.5% |
| 1Y | -23.5% | +27.1% | -50.6% | -31.6% |
| 3Y | +174.4% | +6.0% | +168.3% | +144.3% |
| 5Y | +227.1% | -67.1% | +294.3% | +225.0% |
| All | +227.1% | -66.8% | +293.9% | +225.0% |
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