+192.9%
XOM vs ETSY
+431.9%
-239.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.2% | +0.4% |
| 7D | +4.1% | -4.9% | +9.0% | +4.3% |
| 30D | +4.6% | -8.6% | +13.2% | +4.9% |
| 3M | +14.0% | +4.8% | +9.2% | +13.5% |
| 6M | +11.0% | +38.1% | -27.1% | +9.0% |
| YTD | +40.7% | +31.2% | +9.5% | +38.3% |
| 1Y | +52.3% | +22.1% | +30.2% | +49.7% |
| 3Y | +60.5% | +12.2% | +48.2% | +56.7% |
| 5Y | +266.4% | -66.5% | +332.9% | +272.9% |
| All | +192.9% | +431.9% | -239.0% | +144.3% |
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