+6.1%
CVNA vs CVS
+32.8%
-26.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | -7.3% | -2.2% | -5.1% | -6.7% |
| 30D | -4.6% | -0.1% | -4.5% | -4.6% |
| 3M | +2.0% | -5.2% | +7.2% | +3.2% |
| 6M | +11.7% | +26.9% | -15.2% | +3.2% |
| YTD | -18.1% | +22.1% | -40.1% | -24.0% |
| 1Y | -2.4% | +30.8% | -33.2% | -11.4% |
| 3Y | +580.6% | +54.4% | +526.2% | +475.0% |
| All | +6.1% | +32.8% | -26.7% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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