+3,015.3%
CVNA vs HALO
+664.1%
+2,351.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -7.3% | -2.7% | -4.6% | -6.1% |
| 30D | -4.6% | +5.3% | -9.9% | -7.2% |
| 3M | +2.0% | +51.6% | -49.6% | -18.1% |
| 6M | +11.7% | +61.3% | -49.5% | -13.3% |
| YTD | -18.1% | +59.3% | -77.3% | -36.8% |
| 1Y | -2.4% | +38.3% | -40.7% | -19.6% |
| 3Y | +580.6% | +185.9% | +394.7% | +231.4% |
| 5Y | +4.9% | +159.9% | -155.1% | -45.8% |
| All | +3,015.3% | +664.1% | +2,351.2% | +847.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling