+13.6%
CVNA vs CI
+40.1%
-26.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.6% |
| 7D | +3.5% | -2.0% | +5.5% | +4.0% |
| 30D | +5.5% | -1.8% | +7.3% | +5.8% |
| 3M | +7.6% | -4.2% | +11.8% | +8.4% |
| 6M | +17.6% | +2.7% | +14.9% | +16.3% |
| YTD | -11.5% | +1.9% | -13.4% | -12.3% |
| 1Y | +0.4% | -6.3% | +6.6% | +1.1% |
| 3Y | +695.6% | +3.9% | +691.7% | +617.4% |
| 5Y | +13.6% | +41.9% | -28.3% | -18.3% |
| All | +13.6% | +40.1% | -26.5% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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