+6.6%
CVNA vs HRB
+109.9%
-103.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.0% |
| 7D | -4.3% | -12.2% | +7.9% | +0.4% |
| 30D | -2.4% | -3.0% | +0.6% | -1.9% |
| 3M | +4.5% | +21.7% | -17.2% | -4.4% |
| 6M | +10.2% | +52.3% | -42.1% | -9.9% |
| YTD | -16.7% | +6.5% | -23.2% | -20.0% |
| 1Y | -3.8% | -6.7% | +2.9% | -2.7% |
| 3Y | +648.3% | +25.1% | +623.2% | +494.3% |
| 5Y | +6.6% | +113.8% | -107.2% | -27.2% |
| All | +6.6% | +109.9% | -103.3% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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