+22.5%
CVNA vs DOCS
-36.0%
+58.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.3% | +2.8% |
| 7D | +0.7% | -1.4% | +2.2% | +1.3% |
| 30D | +7.4% | +21.8% | -14.5% | -4.9% |
| 3M | +12.7% | +27.3% | -14.6% | -2.3% |
| 6M | +17.9% | -0.3% | +18.3% | +11.3% |
| YTD | -11.6% | -40.5% | +28.9% | +4.6% |
| 1Y | +0.8% | -61.5% | +62.3% | +44.3% |
| 3Y | +633.4% | +8.2% | +625.3% | +409.7% |
| 5Y | +13.5% | -73.4% | +86.9% | +11.8% |
| All | +22.5% | -36.0% | +58.5% | +28.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling