+29.0%
CVNA vs DOC
-20.4%
+49.4%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.3% |
| 7D | -4.8% | +1.0% | -5.8% | -5.7% |
| 30D | +24.1% | +8.1% | +16.0% | +14.5% |
| 3M | +2.6% | +0.9% | +1.7% | +1.8% |
| 6M | -3.1% | +6.3% | -9.4% | -10.0% |
| YTD | -12.5% | +33.8% | -46.3% | -39.9% |
| 1Y | +13.0% | +21.6% | -8.6% | -13.6% |
| 3Y | +1,165.3% | +53.4% | +1,111.9% | +495.9% |
| 5Y | +29.0% | -21.0% | +50.0% | +76.1% |
| All | +29.0% | -20.4% | +49.4% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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