+39.3%
XLC vs ETSY
-67.3%
+106.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | -1.7% | -12.7% | +11.1% | +0.7% |
| 30D | +0.2% | -9.9% | +10.1% | +1.9% |
| 3M | +0.7% | +4.2% | -3.5% | -0.5% |
| 6M | -4.5% | +34.2% | -38.6% | -10.3% |
| YTD | -4.7% | +29.1% | -33.9% | -10.5% |
| 1Y | -1.5% | +23.8% | -25.3% | -8.0% |
| 3Y | +72.2% | +6.6% | +65.6% | +58.8% |
| 5Y | +39.3% | -67.0% | +106.3% | +47.2% |
| All | +39.3% | -67.3% | +106.6% | +47.2% |
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