+293.8%
RCL vs ETSY
-65.5%
+359.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.9% | -3.9% |
| 7D | -0.2% | -3.5% | +3.3% | +0.8% |
| 30D | +14.4% | +11.4% | +3.0% | +10.4% |
| 3M | +5.2% | +10.9% | -5.7% | +1.1% |
| 6M | +26.1% | +53.5% | -27.4% | +9.1% |
| YTD | +17.4% | +59.3% | -41.9% | -1.3% |
| 1Y | +24.7% | +38.2% | -13.5% | +9.5% |
| 3Y | +250.9% | +39.6% | +211.3% | +182.4% |
| 5Y | +293.8% | -67.6% | +361.4% | +289.7% |
| All | +293.8% | -65.5% | +359.4% | +289.7% |
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