+11.6%
CVNA vs BEN
+40.0%
-28.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.2% | +0.1% |
| 7D | -1.0% | +3.4% | -4.4% | -5.1% |
| 30D | -1.0% | +1.8% | -2.8% | -3.4% |
| 3M | +5.5% | +8.4% | -2.9% | -5.8% |
| 6M | +11.8% | +35.6% | -23.8% | -25.3% |
| YTD | -13.0% | +46.4% | -59.4% | -47.7% |
| 1Y | -2.1% | +46.3% | -48.4% | -42.2% |
| 3Y | +681.6% | +54.6% | +627.0% | +303.0% |
| 5Y | +11.6% | +39.4% | -27.8% | -30.2% |
| All | +11.6% | +40.0% | -28.3% | -30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling