+6.6%
CVNA vs BAX
-67.5%
+74.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.9% |
| 7D | -4.3% | -5.4% | +1.1% | -2.2% |
| 30D | -2.4% | -12.4% | +10.0% | +2.7% |
| 3M | +4.5% | +19.1% | -14.6% | -3.0% |
| 6M | +10.2% | +38.6% | -28.4% | -4.0% |
| YTD | -16.7% | +26.7% | -43.4% | -25.8% |
| 1Y | -3.8% | +1.0% | -4.8% | -6.4% |
| 3Y | +648.3% | -33.9% | +682.2% | +733.7% |
| 5Y | +6.6% | -67.0% | +73.6% | +90.8% |
| All | +6.6% | -67.5% | +74.0% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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