+21.4%
CVNA vs DOCS
-52.4%
+73.8%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.7% | +1.9% |
| 7D | -1.6% | +2.6% | -4.2% | -2.9% |
| 30D | +24.9% | +11.4% | +13.4% | +17.9% |
| 3M | -1.8% | +25.4% | -27.2% | -14.0% |
| 6M | +3.5% | +42.5% | -39.0% | -21.0% |
| YTD | -14.3% | -24.7% | +10.4% | -7.8% |
| 1Y | +13.6% | -32.9% | +46.5% | +29.1% |
| 3Y | +1,163.4% | +39.6% | +1,123.8% | +513.5% |
| All | +21.4% | -52.4% | +73.8% | +8.8% |
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