+25.2%
CVNA vs DUK
+7.9%
+17.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.4% | +6.4% | +9.7% |
| 7D | +31.3% | +4.9% | +26.5% | +33.8% |
| 30D | +21.7% | +13.8% | +7.9% | +30.7% |
| 3M | +14.0% | +5.2% | +8.8% | +15.8% |
| 6M | +3.0% | +3.5% | -0.5% | +3.1% |
| YTD | -8.1% | +13.5% | -21.6% | +5.4% |
| 1Y | +25.2% | +8.3% | +16.9% | +43.2% |
| All | +25.2% | +7.9% | +17.3% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 1y: compounded portfolio wealth divided by compounded DUK 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…
1y analysis · Full analysis span regression · 6 months rolling