+6.1%
CVNA vs HALO
+158.6%
-152.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -7.3% | -2.7% | -4.6% | -6.2% |
| 30D | -4.6% | +5.3% | -9.9% | -7.0% |
| 3M | +2.0% | +51.6% | -49.6% | -16.8% |
| 6M | +11.7% | +61.3% | -49.5% | -11.9% |
| YTD | -18.1% | +59.3% | -77.3% | -35.8% |
| 1Y | -2.4% | +38.3% | -40.7% | -18.3% |
| 3Y | +580.6% | +185.9% | +394.7% | +208.3% |
| All | +6.1% | +158.6% | -152.6% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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