+20.3%
CVNA vs HAL
+53.2%
-32.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.9% |
| 7D | -1.7% | +2.6% | -4.4% | -2.6% |
| 30D | +17.3% | -0.1% | +17.4% | +16.9% |
| 3M | -2.3% | -1.1% | -1.1% | -2.5% |
| 6M | -3.9% | -20.7% | +16.8% | +2.7% |
| YTD | -16.1% | +17.5% | -33.6% | -24.0% |
| 1Y | +7.9% | +24.1% | -16.2% | -4.6% |
| 3Y | +1,113.4% | -8.4% | +1,121.8% | +1,049.8% |
| 5Y | +20.3% | +53.2% | -32.9% | -4.8% |
| All | +20.3% | +53.2% | -32.9% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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