+1,163.4%
CVNA vs BEN
+86.4%
+1,077.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.7% | +1.8% |
| 7D | -1.6% | +6.8% | -8.4% | -7.0% |
| 30D | +24.9% | +18.0% | +6.9% | +9.3% |
| 3M | -1.8% | +7.5% | -9.3% | -7.3% |
| 6M | +3.5% | +14.7% | -11.2% | -7.9% |
| YTD | -14.3% | +56.1% | -70.3% | -41.3% |
| 1Y | +13.6% | +69.6% | -56.0% | -27.7% |
| 3Y | +1,163.4% | +87.7% | +1,075.8% | +524.7% |
| All | +1,163.4% | +86.4% | +1,077.1% | +524.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling