+21.0%
CVNA vs DOCS
-54.0%
+75.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.3% | -2.8% | -4.8% |
| 7D | +5.5% | -1.3% | +6.9% | +6.5% |
| 30D | +12.8% | +19.4% | -6.6% | +2.7% |
| 3M | +3.7% | +53.4% | -49.7% | -21.4% |
| 6M | -4.9% | +28.8% | -33.7% | -23.1% |
| YTD | -14.6% | -25.1% | +10.5% | -8.0% |
| 1Y | +16.4% | -48.1% | +64.5% | +52.2% |
| 3Y | +1,016.5% | +51.4% | +965.1% | +400.3% |
| 5Y | +21.0% | -51.1% | +72.1% | +7.9% |
| All | +21.0% | -54.0% | +75.0% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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